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Financial Consultant Financial Advisor Wealth Management

Private Client Advisor: Wealth Planning & Relationships

Job in Auburn, Placer County, California, 95604, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions in California. The ideal candidate will have a proven track record in client acquisition and managing relationships while ensuring the highest integrity in service. Required qualifications include a minimum of 2 years in a financial advisory role and necessary licenses. The role emphasizes educating clients on investment tools and various financial strategies.
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