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Strategic Private Client Advisor - Wealth Planning & Growth
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-08
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase & Co. Wealth Management seeks a Private Client Advisor in San Diego to deliver comprehensive financial planning and investment guidance to individuals and families.
You will build a book of business, rely on relationship-building skills, and provide trusted advice with an emphasis on holistic client service. Required licenses include Series 7 and Series 66 (or 63/65) within 60 days, plus Life/Health/LTC insurance.
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