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Financial Sales

Private Client Advisor - Wealth & Banking Solutions

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Palo Alto is seeking a Relationship Manager to foster and maintain high-net-worth client relationships. You will provide tailored financial advice and ensure exceptional service to clients, driving sales growth across multiple product lines. The ideal candidate has at least five years of experience in financial services, strong relationship management skills, and relevant licenses.

This role offers a competitive salary and incentive compensation.
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