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Private Wealth Advisor — Holistic Planning & Digital Tools

Job in Roseville, Placer County, California, 95678, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Roseville, California is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will work with diverse clients to deliver personalized investment solutions and maintain strong relationships, while advocating for diversity and inclusion. The role requires a valid Series 7 and a client-centric approach. Competitive compensation and benefits offered.
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