More jobs:
Wealth Advisor Private Clients
Job in
Thousand Oaks, Ventura County, California, 91362, USA
Listed on 2026-03-10
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services company seeks a Private Client Advisor in Thousand Oaks, California. In this role, you will provide comprehensive financial planning and personalized investment solutions to clients of varying wealth. The ideal candidate will have at least 2 years of relevant experience and hold multiple financial licenses, including Series 7 and Series 66. Responsibilities include building client relationships and supporting teammates' success.
This position offers the opportunity to innovate and embrace digital tools to enhance client interactions.
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