Wealth Advisor - Private Client, Holistic Planning
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, 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.
This role, Wealth Advisor
- Private Client, Holistic Planning at Aumni, could be your next career step.
We invite applications for the Wealth Advisor
- Private Client, Holistic Planning position located in Roseville, CA, United States.
The following opening is for a Wealth Advisor
- Private Client, Holistic Planning with Aumni.
Our group is growing, and we are hiring a Wealth Advisor
- Private Client, Holistic Planning in Roseville, CA, United States.
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