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Wealth Advisor Private Clients

Job in Thousand Oaks, Ventura County, California, 91362, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for Private Clients
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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