J.P. Morgan Wealth Management - Private Client Advisor - Oakland, San Leandro, CA and Surrounding Areas
JPMorgan Chase•Oakland, CA
432d
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About The Position
As a Private Client Advisor in Chase Wealth Management at J.P. Morgan Chase, you will play a crucial role in providing comprehensive financial planning and advice to individuals and families. Your primary focus will be on building strong client relationships and delivering personalized investment solutions, leveraging your expertise in financial markets and commitment to client education. This position emphasizes relationship management over portfolio management, ensuring an exceptional investor experience through advised solutions and referrals.
