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Private Client Wealth Advisor – Holistic Planning

Job in Palmdale, Los Angeles County, California, 93552, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm located in Palmdale is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build a book of business and deliver personalized investment solutions while fostering a culture of diversity and client education. The role requires a minimum of 2 years of experience as a Financial Advisor and active licenses in Series 7 and 66, with strong emphasis on relationship management and a commitment to client success.
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