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Wealth Advisor Private Clients & Planning

Job in Modesto, Stanislaus County, California, 95351, USA
Listing for: JPMorgan Chase Bank, N.A.
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for Private Clients & Planning

JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor to support clients in their financial planning and investment needs. This role requires at least 2 years of financial services experience and a commitment to relationship management over portfolio management.

You will build a book of business, educate clients on digital tools, and provide a holistic view of their financial needs. A valid Series 7 and 66 licenses are essential for this position, along with the ability to foster a diverse and inclusive environment.

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