Private Client Advisor: Wealth Strategy & Client
Job in
Palm Springs, Riverside County, California, 92292, USA
Listed on 2026-01-13
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. The ideal candidate will have at least 2 years in a financial advisory role and must hold a Series 7 license. Responsibilities include building strong client relationships and offering technology-driven investment solutions. This full-time role is based in Palm Springs, California, offering a competitive salary and a robust benefits package including health care and retirement plans.
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