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Financial Consultant Financial Advisor

Private Wealth Advisor — Relationship-Driven Planning

Job in Santa Rosa, Sonoma County, California, 95402, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. The successful candidate will have at least 2 years in a Financial Advisor role and demonstrate strong client acquisition skills. Responsibilities include building client relationships, offering personalized investment solutions, and educating clients on available technology to manage their investments. Ideal candidates will have valid licenses and qualifications, including CFP certification preferred.
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