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Private Client Wealth Advisor | Relationship & Planning

Job in San Gabriel, Los Angeles County, California, 91776, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build a book of business, focusing on personalized investment solutions while fostering client relationships. Candidates should have at least 2 years in a financial advisor role, required financial licenses, and a passion for client education and digital innovation. This role involves providing a holistic view of clients' financial needs and ensuring exceptional service.
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