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Wealth Advisor: Personal Finance & Client

Job in Lancaster, Los Angeles County, California, 93586, USA
Listing for: Chase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Job Description & How to Apply Below
Position: Wealth Advisor: Personal Finance & Client Growth
A leading financial services provider seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. In this role, you will champion team success while cultivating strong client relationships and providing holistic financial coaching. The ideal candidate will have at least 2 years of experience in a financial advisor role, possess relevant licenses, and a commitment to client integrity.

This position requires a focus on educating clients and ensuring they are comfortable with digital banking tools.
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