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Wealth Advisor: Holistic Planning & Client
Job in
Salinas, Monterey County, California, 93911, USA
Listed on 2026-06-03
Listing for:
Chase
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Chase is looking for a Private Client Advisor in Salinas, California. This role involves providing comprehensive financial planning and investment solutions to clients, emphasizing relationship management.
Ideal candidates will have at least 2 years of experience in a Financial Advisor role, strong client acquisition skills, and the necessary licenses including Series 7 and Series 66. The position fosters diversity and offers a collaborative working environment.
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