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Private Client Advisor — Wealth & Relationship Specialist

Job in Irvine, Orange County, California, 92713, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. You will build strong client relationships, educate clients on digital tools, and demonstrate integrity in all actions. Ideal candidates have at least 2 years of experience, relevant certifications such as Series 7 and 66, and a customer-focused approach. This position fosters a collaborative environment, emphasizing diversity and inclusion while meeting client needs.
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