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Private Client Advisor: Wealth Planning & Digital

Job in Gilroy, Santa Clara County, California, 95021, USA
Listing for: Next Frontier Capital
Full Time position
Listed on 2026-07-26
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. in California is seeking a Private Client Advisor to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, offering tailored investment solutions and leveraging Chase partnerships for growth. As part of Chase Wealth Management, you will educate clients on digital tools, maintain a holistic view of financial needs, and uphold the highest standards of integrity and service.

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