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Private Client Advisor: Wealth Management & Planning
Job in
Seal Beach, Orange County, California, 90740, USA
Listed on 2026-09-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. in California invites an experienced Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships and offer tailored solutions through our Chase Wealth Management platform.
The role emphasizes integrity, market knowledge, and leveraging digital tools to enhance the client experience. A minimum of 2 years in financial services with active Series 7/66 and appropriate licenses
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