Private Client Advisor: Digital Wealth Planning & Growth
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
JPMorgan Chase is seeking a Private Client Advisor in Ventura and Santa Barbara, CA to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, provide advised solutions, and collaborate with Chase partners to deepen client engagements.
Ideal candidates have at least 2 years in a financial advisory role, hold Series 7 and Series 66 licenses, and possess Life/Health/LTC licenses or be willing to obtain within 60 days.
The Private Client Advisor:
Digital Wealth Planning & Growth role at JPMorgan Chase is now open for applications in Santa Barbara, CA, United States.
We would love to welcome a new Private Client Advisor:
Digital Wealth Planning & Growth to our team in Santa Barbara, CA, United States.
For the Private Client Advisor:
Digital Wealth Planning & Growth position at JPMorgan Chase, we are reviewing applications now.
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