**Private Client Advisor**
The Private Client Advisor is tasked with delivering holistic financial planning and investment guidance to families and individuals, while also cultivating a client portfolio. This role focuses on enhancing client engagement through tailored solutions and advocating for the firm’s digital resources and services. Applicants should possess a minimum of two years of experience in the financial services sector and have active Series 7 and Series 66 licenses. Additionally, a license in Life, Health, and Long Term Care Insurance is necessary or must be acquired within 60 days of 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.
