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Financial Advisor Financial Consultant

Private Client Advisor: Wealth Planning & Digital Guidance

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage with diverse clients, ensuring exceptional service and investment solutions tailored to their needs. The ideal candidate will have over 2 years of relevant experience, a valid Series 7 license, and the ability to build lasting client relationships. This role emphasizes education, digital innovation, and deep understanding of financial markets, supporting clients in their investment journeys.
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