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Financial Consultant

Private Client Advisor: Wealth & Digital

Job in Modesto, Stanislaus County, California, 95351, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 68640 USD Yearly USD 68640.00 YEAR
Job Description & How to Apply Below
J.P. Morgan Wealth Management is seeking a Private Client Advisor for their locations in Turlock and Modesto, CA. The role involves offering comprehensive financial planning and personalized investment advice to a diverse client base. Ideal candidates will have at least 2 years in a Financial Advisor role, possess a Series 7 license, and demonstrate success in relationship building. This position promotes a culture of inclusion while fostering client education and utilizing digital tools for investment management.
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