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Private Client Wealth Advisor | Relationship & Planning

Job in Pasadena, Los Angeles County, California, 91122, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
A financial services company in Pasadena seeks a Private Client Advisor to provide comprehensive financial planning and advice to diverse clients. This role emphasizes building strong client relationships, delivering personalized investment solutions, and educating clients on financial technology. Candidates should possess a valid Series 7 and Series 66 licenses, alongside at least 2 years of relevant experience. Join a team dedicated to supporting clients' financial needs through exceptional service and innovative solutions.
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