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Financial Consultant Financial Advisor

Private Client Advisor: Relationship-Driven Wealth Solutions

Job in Rancho Cucamonga, San Bernardino County, California, 91739, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A global financial services firm is seeking a Financial Advisor in Rancho Cucamonga, California. The role involves building client relationships, providing personalized investment solutions, and delivering financial coaching. Candidates need at least 2 years of relevant experience and must possess valid Series 7 and Series 66 licenses. A Bachelor's degree and CFP certification are preferred. The company values diversity and inclusion, and offers a dynamic work environment focused on client success.
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