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Wealth Advisor: Tailored Investment & Planning
Job in
Saratoga, Santa Clara County, California, 95071, USA
Listed on 2026-07-01
Listing for:
JPMorganChase
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JPMorgan
Chase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships.
Responsibilities include building a book of business, educating clients on digital solutions, and offering comprehensive financial advice. We provide a competitive compensation package and a commitment to diversity and inclusion within our workforce.
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