J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Downtown East) Chatham Square/ Union Square/ Astor Place/ Peter Cooper/ Chinatown)

Private Client Advisor in Chase Wealth Management (Manhattan, NY) responsible for building a book of business and delivering personalized investment solutions, with emphasis on relationship management, financial planning, and leveraging digital channels to enhance client experience. Requires active Series 7 and Series 66 licenses, plus Life, Health and Long Term Care Insurance licenses.

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