Private Client Advisor: Wealth Planning & Relationships
Job in
Bonita, San Diego County, California, 91902, USA
Listed on 2026-01-12
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm in California is seeking a Private Client Advisor to offer personalized investment solutions and comprehensive financial planning to clients. The ideal candidate will have at least 2 years of experience in financial services, strong relationship management skills, and relevant licenses such as Series 7 and Series 66. This role champions diversity and supports team success, while providing exceptional service to clients.
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