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Private Client Advisor — Napa & Surrounding Areas
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-08-02
Listing for:
Fairygodboss
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.
You will develop a book of business, deliver investment solutions, and deepen client relationships through leadership and strategic partnerships. The role requires active Series 7 and Series 66 licenses and a Life/Health/Long-Term Care license, or the ability to obtain them within 60 days.
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