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Financial Advisor Financial Consultant Financial Sales

Wealth Advisor: Private Client & Relationship Builder

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
A leading financial institution is seeking a Private Client Advisor to deliver tailored investment solutions while cultivating strong client relationships. The ideal candidate has at least 2 years of experience in financial advising, a valid Series 7 license, and a commitment to diversity and client education.

This role offers a competitive compensation package, including salaries influenced by experience and location. Candidates will thrive in a dynamic environment that emphasizes teamwork and innovative financial planning.
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