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Private Client Advisor: Wealth Planning & Digital Guidance

Job in La Mirada, Los Angeles County, California, 90637, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in La Mirada seeks a Private Client Advisor to deliver personalized financial planning and investment solutions to clients. The role involves building client relationships and providing financial coaching beyond investments. Ideal candidates have at least 2 years of experience in financial advising and hold essential licenses like Series 7 and Series 66. This position emphasizes integrity, client acquisition skills, and a commitment to client success, offering a competitive environment for career growth.
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