Wealth Advisor: Holistic Planning & Digital Solutions
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to serve clients in Turlock and Modesto, CA.
You will develop client relationships, provide financial planning, and coordinate investment solutions with experts across the bank. Qualified candidates have at least 2 years in financial advisory, active Series 7/66 licenses or equivalent, and Life/Health/LTC licenses or ability to obtain within 60 days; CFP is a plus, a bachelor's degree preferred.
Our team is growing, and we are hiring a Wealth Advisor:
Holistic Planning & Digital Solutions in Modesto, CA, United States.
The position is based in Modesto, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 63.000 - 77.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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