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Private Client Advisor — Wealth Management & Relationships
Job in
Fremont, Alameda County, California, 94537, USA
Listed on 2026-06-18
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
JPMorgan Chase is seeking a Private Client Advisor in Fremont, California, to provide comprehensive financial planning and advice. You will support a diverse clientele ranging from new savers to high-net-worth individuals, fostering deep relationships through personalized investment solutions.
The ideal candidate should have at least 2 years of experience in financial advising, possess relevant licenses such as Series 7 and 66, and demonstrate integrity and relationship management skills.
This role offers opportunities to embrace digital innovation and help clients achieve their financial goals.
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