Private Client Wealth Advisor
Job in
Seal Beach, Orange County, California, 90740, USA
Listed on 2026-07-05
Listing for:
Chase
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Chase is looking for a Private Client Advisor in Seal Beach, California, to provide exceptional financial planning and investment solutions to individuals and families. Candidates must have experience in client acquisition and a strong commitment to delivering personalized investment advice tailored to client needs.
A valid Series 7 and active Series 66 license are required within 60 days of employment. The role emphasizes building lasting client relationships while educating clients on available digital tools and resources.
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