Wealth Advisor - Private Client, Holistic Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
J.P. Morgan is seeking a Private Client Advisor in Roseville to provide personalized financial planning and investment advice. The role focuses on building strong relationships with clients and offering tailored investment solutions while fostering a culture of diversity.
The ideal candidate will have at least 2 years in a financial advisory role and possess the required licenses, including Series 7 and Series 66. A Bachelor’s degree and CFP certification is preferred.
As a Wealth Advisor
- Private Client, Holistic Planning, you will play an important part at Twin Thread in Roseville, CA, United States.
The advertised compensation is 70.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisor
- Private Client, Holistic Planning role in the description above.
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