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Financial Advisor Financial Services

Wealth Advisory Associate — UHNW Client Services

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Palo Alto seeks a Client Associate to support Financial Advisors in providing wealth management services. You will be responsible for client onboarding, account management, and facilitating investment recommendations. The ideal candidate will possess a Bachelor's degree and be a self-starter capable of handling tasks independently. This role provides an opportunity to make a substantial difference in clients' financial experiences while growing professionally within a dynamic team.
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Position Requirements
10+ Years work experience
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