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Private Client Wealth Advisor

Job in Cypress, Orange County, California, 90630, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
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 institution in California is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships, offering personalized investment solutions, and ensuring an exceptional investor experience. Candidates should have at least 2 years in a Financial Advisor role, possess active Series 7 and Series 66 licenses, and exhibit strong relationship management skills.

This position emphasizes diversity and supports clients across various financial needs.
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