Wealth Advisor Private Clients
Job in
San Luis Obispo, San Luis Obispo County, California, 93403, USA
Listed on 2026-03-01
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in California. This role requires at least 2 years in a Financial Advisor position and involves offering comprehensive financial planning and investment solutions to a diverse clientele. Candidates must possess a valid Series 7 and Series 66 licenses, along with strong relationship management skills. Join a team committed to exceptional client service and a culture of diversity and inclusion.
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