Private Client Advisor - Wealth Management; Sonoma
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-01-14
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in California seeks a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships, delivering personalized investment solutions, and educating clients about digital banking options. Ideal candidates will have at least two years of experience in a financial advisory role, a Series 7 and Series 66 license, and strong relationship management skills.
Join a team that values diversity and excellence in client service.
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