**Private Client Advisor**
The Private Client Advisor plays a vital role in delivering holistic financial planning and investment guidance to individuals and families, assisting them in achieving their financial objectives. This position requires the advisor to cultivate a client portfolio, strengthen existing client connections, and advocate for digital banking services. Applicants should possess a minimum of 2 years of experience in a financial advisory position or a comparable role in financial services. A valid Series 7 license is essential, and the candidate must secure the Series 66 (63/65) and Life, Health, and Long Term Care Insurance licenses within 60 days of commencing employment.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
