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Financial Consultant Financial Advisor Wealth Management Financial Services

Private Client Wealth Advisor

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Menlo Park, CA, responsible for providing comprehensive financial planning and advice to clients of varying wealth levels. The role requires at least 2 years of experience in a Financial Advisor position, with a focus on relationship management and a passion for helping clients achieve their financial goals. The ideal candidate will hold a Series 7 and Series 66 license.

The position offers competitive compensation and opportunities for professional growth.
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