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Financial Consultant Financial Advisor

Private Client Advisor — Wealth & Relationship Specialist

Job in Whittier, Los Angeles County, California, 90607, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading global financial services firm is seeking a Private Client Advisor in Whittier, CA. The role involves offering comprehensive financial planning and support to diverse clients, requiring a minimum of 2 years of relevant experience. Candidates must possess a Series 7 and 66 license along with strong relationship management skills. This position also emphasizes diversity and inclusivity while focusing on client education and digital engagement.

Join a firm committed to exceptional investor experiences and innovative solutions.
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