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Wealth-Driven Private Client Advisor
Job in
San Ramon, Contra Costa County, California, 94583, USA
Listed on 2026-07-03
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Banker in San Ramon, CA to serve as the primary contact for affluent clients. This role involves managing their complete banking relationships while providing tailored financial advice and education.
You will be responsible for help acquiring new clients through proactive relationship building and referrals. A high school degree and at least 1 year of financial services experience are required, as well as specific certifications within 180 days of starting the position.
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