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Private Wealth Advisor | Holistic Planning & Client
Job in
Seal Beach, Orange County, California, 90740, USA
Listed on 2026-01-02
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Seal Beach is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice. This role includes building a book of business and delivering personalized investment solutions while focusing on deepening client relationships. Ideal candidates should have at least 2 years of experience in a financial advisory role, strong client acquisition skills, and relevant licenses.
The company offers a competitive total rewards package with benefits to support employee wellness and development.
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