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Digital-First Private Client Wealth Advisor

Job in La Mesa, San Diego County, California, 91942, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
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 services firm is looking for a Private Client Advisor in La Mesa, California. This role involves offering comprehensive financial planning and investment advice, building strong client relationships, and utilizing digital tools to enhance client engagement and success. Candidates should have at least 2 years of relevant experience and must possess or obtain Series 7 and 66 licenses.

The position emphasizes teamwork and a commitment to diversity and inclusion.
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