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Private Wealth Advisor: Holistic Financial Planning
Job in
Brea, Orange County, California, 92631, USA
Listed on 2026-08-02
Listing for:
Fairygodboss
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in California to deliver comprehensive financial planning and advice to individuals and families. You will build a book of business, leverage leadership and relationships, and use digital tools to enhance the investor experience while upholding integrity and regulatory requirements.
Required licenses and credentials, plus a track record in client acquisition, are essential; CFP preferred but not required.
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