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Wealth Planner & Client Advocate

Job in Lompoc, Santa Barbara County, California, 93437, USA
Listing for: Aumni
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 140000 USD Yearly USD 100000.00 140000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. The role emphasizes relationship-building, leadership collaboration, and a deep understanding of markets to offer tailored solutions.

You will educate clients on digital tools, coordinate with partners, and maintain high ethical standards while growing a client book and delivering exceptional service.

We are looking to fill the Wealth Planner & Client Advocate position at Aumni in Lompoc, CA, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 100..

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 Wealth Planner & Client Advocate role in the description above.

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