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Private Client Advisor: Wealth Planning & Digital Tools
Job in
Azusa, Los Angeles County, California, 91702, USA
Listed on 2026-06-24
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice for individuals and families. In this role, you'll build strong client relationships while utilizing your expertise in financial markets and planning.
The ideal candidate should have at least 2 years of experience in a financial advisor role, possessing essential licenses such as Series 7 and Series 66. The position emphasizes ethical decision-making and a commitment to client success.
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