Private Client Advisor — Holistic Wealth Solutions
Listed on 2026-10-09
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families, helping them grow, protect, and transfer wealth.
You will build a book of business, rely on relationships and leadership, and provide a holistic view of clients’ needs with solutions across investments, planning, and digital tools while maintaining ethical standards.
We are looking to fill the Private Client Advisor — Holistic Wealth Solutions position at JPMorgan Chase & Co. in Lincoln, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Private Client Advisor — Holistic Wealth Solutions role in the description above.
We appreciate your interest in this position.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).