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Financial Advisor Financial Consultant

Private Client Advisor — Wealth Solutions & Growth

Job in Gilroy, Santa Clara County, California, 95021, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-05-09
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor in Gilroy, California. In this role, you will provide comprehensive financial planning and advice to individuals and families, ensuring a personalized investment experience. You will need to demonstrate excellent relationship-building skills and a commitment to achieving client goals. Required qualifications include at least 2 years in a Financial Advisor role, Series 7 and 66 licenses, as well as a Life, Health and Long Term Care Insurance license.

A Bachelor’s degree and CFP certification are preferred.
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