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Wealth Planning Advisor Private Clients
Job in
Beaverton, Washington County, Oregon, 97078, USA
Listed on 2026-03-01
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions for clients. You will support a diverse range of clients, from those just starting to save to affluent households. The ideal candidate has at least 2 years in a Financial Advisor role and licenses in Series 7 and Series 66.
This position offers competitive compensation and a range of benefits, emphasizing a commitment to diversity and inclusion.
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