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Financial Consultant Financial Advisor Wealth Management Financial Sales

Wealth Advisor: Private Client, Relationship & Planning

Job in San Diego, San Diego County, California, 92189, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Sales
Job Description & How to Apply Below
A leading financial services firm in San Diego is seeking a Private Client Advisor to provide holistic financial planning and personalized investment solutions. This role involves building client relationships, demonstrating knowledge of financial products, and supporting overall client financial goals. Ideal candidates will have at least 2 years of relevant experience, hold necessary licenses, and show dedication to client education and diversity.

The role offers a competitive salary, along with a comprehensive benefits package including health care and retirement plans.
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