Platform Solutions Advisor - West Region; Tax-Smart
Job in
Apple Valley, San Bernardino County, California, 92307, USA
Listed on 2026-03-05
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in California seeks an experienced Platform Solutions Client Advisor. In this role, you will collaborate with clients, providing tailored growth solutions through investment strategies and tax management services. Candidates should have over 10 years of experience in sales and client engagement, alongside a strong understanding of wealth management and tax strategies. This position involves direct interaction with clients and requires excellent communication skills, along with a commitment to delivering innovative solutions.
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