Private Client Wealth Advisor
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
JPMorgan Chase & Co. in Berkeley seeks a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and investment solutions to individuals and families. You will interact with clients, leveraging digital tools to enhance their experience and outcomes.
Applicants should have 2+ years in a financial advisory role, a valid Series 7/66, and Life/Health/LTC licenses within 60 days. CFP preferred; a bachelor’s degree is desirable.
This position is for the Private Client Wealth Advisor role at JPMorgan Chase & Co.
As a Private Client Wealth Advisor, you will play an important part at JPMorgan Chase & Co. in Berkeley, CA, United States.
We invite applications for the Private Client Wealth Advisor position located in Berkeley, CA, United States.
The following position is for a Private Client Wealth Advisor with JPMorgan Chase & Co.
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