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Financial Advisor Financial Consultant

Private Wealth Advisor — Relationship-Driven Planning

Job in Millbrae, San Mateo County, California, 94031, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Millbrae is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The advisor will build relationships with clients, educate them about investment solutions and digital services, and provide personalized investment strategies. Candidates should have over 2 years of experience in financial advisory, possess necessary licenses, and demonstrate integrity and a passion for client education.

Join a diverse team dedicated to exceptional customer service.
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