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Wealth Advisor Private Clients

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
Position: Wealth Advisor for Private Clients
A leading financial institution in Omaha is seeking a Private Client Advisor to provide personalized investment solutions to clients. This role requires a minimum of two years in financial advising, strong relationship-building skills, and relevant licenses (Series 7, Series 66, and insurance). The ideal candidate will thrive in a dynamic environment, focusing on comprehensive financial planning and delivering exceptional client education to enhance digital confidence in managing investments.
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