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Private Client Advisor - Wealth & Digital Guidance
Job in
San Clemente, Orange County, California, 92674, USA
Listed on 2026-05-30
Listing for:
Fairygodboss
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
J.P. Morgan Chase in San Clemente is seeking a Financial Advisor to provide personalized investment solutions and financial coaching to clients. The role requires at least 2 years of experience, strong client relationship skills, and several licenses including Series 7 and 66.
The ideal candidate will have a Bachelor’s degree and be committed to goals-based planning. A competitive salary and comprehensive benefits, including health care and retirement savings, are offered.
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