Private Client Advisor – Wealth Management & Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
JPMorgan Chase & Co. is looking for a Private Client Advisor within Chase Wealth Management in California.
You will offer comprehensive financial planning and advice to individuals and families, building a book of business while delivering investment solutions and leveraging Chase referrals to deepen client relationships. The role requires Series 7 and Series 66 licenses (or obtained within 60 days), plus Life/Health and LTC licenses (or obtained within 60 days).
The Private Client Advisor – Wealth Management & Planning role at JPMorgan Chase & Co. is now open for applications in San Jose, CA, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Private Client Advisor – Wealth Management & Planning role in the description above.
We appreciate your interest in this position.
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