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Private Wealth Advisor: Client‑Focused Financial Planning

Job in Millbrae, San Mateo County, California, 94031, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Millbrae, California. In this role, you will provide personalized financial planning and investment solutions to clients of varying wealth levels. You will build strong client relationships and lead with integrity while helping clients manage their investments. The ideal candidate should possess strong relationship-building skills, relevant financial licenses, and have experience in a Financial Advisor role.

This position supports a diverse and inclusive work culture.
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