Wealth Advisor, Private Client - Planning & Digital Investing

TwinThread LLC

Santa Ana, CA

JOB DETAILS
SKILLS
Diversity, Financial Planning, Health Plan, Series 66, Series 7, Tuition Reimbursement
LOCATION
Santa Ana, CA
POSTED
2 days ago

J.P. Morgan Chase is seeking a Private Client Advisor in Santa Ana, CA, to provide comprehensive financial planning and advice. This role emphasizes building relationships and delivering personalized investment solutions to clients. You will need a Series 7 and Series 66 license, among other qualifications.We offer a competitive rewards package and a commitment to diversity and inclusion. Benefits include comprehensive health care coverage, retirement savings plans, and tuition reimbursement, among others.#J-18808-Ljbffr

About the Company

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TwinThread LLC