×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Advisor / Consultant Wealth Management

Private Client Advisor – Wealth & Digital Solutions

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Private Client Advisor in Menlo Park, California. The role involves providing comprehensive financial planning and advice to diverse clients, demonstrating expertise in financial markets, and championing client relationships. Candidates must have at least 2 years in financial advisory roles and hold necessary licenses including Series 7 and Series 66. A bachelor’s degree and CFP certification are preferred.

Competitive total rewards package and benefits are offered.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search