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Financial Advisor Financial Consultant Financial Sales Wealth Management

Private Client Advisor: Wealth Planning & Digital Enablement

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, Financial Sales, Wealth Management
Job Description & How to Apply Below
A leading financial services provider is seeking a Private Client Advisor in Oakland, California. In this role, you will provide comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. Candidates should have a minimum of 2 years in a financial advisory role, relevant licenses, and a strong commitment to client relationships. This position emphasizes a diverse and inclusive work culture, making it an ideal environment for driven financial advisors.
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