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Wealth Advisor - Personal Planning Clients
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-07
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
A leading financial institution in Irvine is seeking a Personal Advisor to partner with clients for custom financial plans. This full-time role involves meeting clients through video or phone, leveraging expertise in investments and wealth planning, and helping clients navigate financial decisions. The ideal candidate will hold necessary licenses and have a background in financial services, ensuring tailored solutions for achieving client goals.
Competitive salary between $71,250 and $105,000 annually.
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