Private Client Wealth Advisor - Holistic Planning
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
J.P. Morgan Chase in Santa Rosa, CA seeks a Private Client Advisor to deliver comprehensive financial planning and bespoke investment solutions to individuals and families.
You will build relationships, provide tailored guidance, and leverage digital channels to help clients monitor and manage their investments. Ideal candidates have a minimum of 2 years in financial advisory, hold active Series 7 and Series 66 licenses, and are committed to fiduciary standards.
Our group is growing, and we are hiring a Private Client Wealth Advisor - Holistic Planning in Santa Rosa, CA, United States.
The position is based in Santa Rosa, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
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