Private Client Advisor — Wealth & Digital Focus
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-02-06
Listing for:
JPMorganChase
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in San Jose is seeking a Private Client Advisor to provide tailored investment solutions to clients. This role requires expertise in financial planning and a proven track record in client relationship management. Candidates should hold relevant licenses and demonstrate strong interpersonal skills. The position offers competitive compensation, comprehensive benefits, and opportunities for professional growth in a diverse environment.
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