Private Wealth Advisor Job at Next Frontier Capital, Henrietta, NY

  • Next Frontier Capital
  • Henrietta, NY

Job Description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in New York. You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions based on strong relationship-building skills. The role requires proficiency in goals-based planning, active licenses (Series 7, Series 66, Life/Health/LTC), and a commitment to client-centric service across diverse client needs. #J-18808-Ljbffr

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