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© All Rights Reserved. ApplyBlast.com
JPMC
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, supporting clients from those just starting to save to those with significant wealth. The role focuses on delivering personalized investment solutions and an exceptional investor experience through relationship management and partner referrals. You will provide holistic financial coaching and educate clients on utilizing digital tools to manage their investments.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
5% above the average for this role