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Financial Consultant Financial Advisor

Private Client Advisor: Wealth Planning & Digital Solutions

Job in Modesto, Stanislaus County, California, 95351, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in California seeks a Private Client Advisor to provide comprehensive financial planning and advice. This role involves building client relationships and delivering personalized investment solutions while educating clients about digital technologies for effective investment monitoring. The ideal candidate will have at least 2 years in a Financial Advisor role and hold necessary licenses, including Series 7 and Series 66.

The position emphasizes a commitment to client-centric financial coaching and innovative solutions.
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