Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Fri, 28 Feb 2025 23:05:56 GMT

Job description: As a Private Client Advisor within Wealth Management, you will play a crucial role in providing operational marketing and administrative support to advisors. You will work with a broad range of investment products and thought leadership platforms, utilizing cutting-edge digital technology to stay ahead of market trends. Your responsibilities will include assisting with client onboarding, preparing investment materials, monitoring client portfolios, and providing exceptional service to high-net-worth individuals. This role requires strong organizational skills, attention to detail, and a passion for delivering top-notch client service in a fast-paced and dynamic environment.