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Wealth Advisor Private Clients | Planning & Tech-Savvy
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-01-04
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in California seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to clients. You will build relationships, provide personalized services, and educate clients about financial products. Candidates should have at least 2 years in a Financial Advisor role and possess relevant licenses. This position emphasizes client success and proactive relationship management in a dynamic environment.
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