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Wealth Management Financial Advisor / Consultant Portfolio & Asset Management Financial Sales

Private Wealth Advisor: Relationship-Driven Planning

Job in Santa Rosa, Sonoma County, California, 95402, USA

Listing for: JPMorganChase

Full Time position
Listed on 2026-10-06

Job specializations:

Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales

Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR

Job Description & How to Apply Below

A major financial services firm is looking for a Private Client Advisor. This role entails providing comprehensive financial planning and investment advice, focusing on relationship management rather than portfolio management. Candidates should have a minimum of 2 years in a Financial Advisor position and possess necessary licenses such as Series 7 and 66. The company values diversity and aims for exceptional client service, offering an engaging place for advisors to thrive.
Step into the Private Wealth Advisor:
Relationship-Driven Planning role at JPMorgan

Chase in Santa Rosa, CA, United States and grow with us. Join JPMorgan

Chase and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you. This posting is for the Private Wealth Advisor:
Relationship-Driven Planning role at JPMorgan

Chase, based in Santa Rosa, CA, United States.

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