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Private Wealth Advisor – Holistic Planning
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-01-12
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Sacramento is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will leverage their expertise to build relationships and support clients across different wealth levels. Key responsibilities include educating clients about digital tools, managing their financial needs holistically, and achieving goals through tailored advice. Candidates must possess relevant financial licenses and a strong background in client acquisition and relationship management.
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