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Private Client Advisor: Wealth Planning & Digital Solutions
Job in
Berkeley, Alameda County, California, 94709, USA
Listed on 2026-05-18
Listing for:
JPMorganChase
Full Time
position Listed on 2026-05-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Chase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and various licenses, including Series 7 and 66. The position emphasizes educating clients and fostering a culture of diversity. The benefits include competitive salary, health care coverage, retirement savings, and more.
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