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Wealth Planning Private Client Advisor

Job in Salinas, Monterey County, California, 93911, USA
Listing for: JPMorgan Chase Bank, N.A.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 68640 USD Yearly USD 68640.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Salinas seeks a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build and maintain client relationships, deliver personalized investment solutions, and educate clients on digital banking tools. Ideal candidates have at least 2 years in a financial advisory role, possess a valid Series 7, and show a commitment to client goals.

This position offers a salary of $68,640 and a competitive total rewards package.
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