J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Downtown East) Chatham Square/ Union Square/ Astor Place/ Peter Cooper/ Chinatown)
JPMorgan ChaseNew York · Posted Apr 22
Private Client Advisor in JPMorgan Chase's Chase Wealth Management located in Manhattan, NY. Responsibilities include building a book of business, providing comprehensive financial planning and investment solutions to individuals and families, and leveraging digital channels to engage clients. Requires active Series 7 and Series 66 licenses and Life, Health and Long Term Care licenses (must be obtained within 60 days), CFP is preferred, and a bachelor's degree is preferred.
Details
- Work type
- Onsite
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