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Community Wealth Advisor: Private Client & Planning

Job in Oakland, Alameda County, California, 94616, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Oakland is seeking a Community Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. Candidates need at least 2 years of experience in finance, a valid Series 7 and Series 66 license, and a passion for community involvement. The role emphasizes personalized service and client education, aiming to improve the financial health of clients through active engagement in local events.
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