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Wealth Advisor: Personal Investments & Digital Tools

Job in Brea, Orange County, California, 92631, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in California is seeking a Financial Advisor to champion client success and deliver personalized investment solutions. You will build strong relationships, facilitate financial education, and help clients navigate their financial needs utilizing innovative technology. The ideal candidate has at least 2 years of relevant experience and holds necessary financial licenses.

This role offers a competitive rewards package and supports a culture of diversity and inclusion.
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