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Wealth Advisor, Private Client Services

Job in Simi Valley, Ventura County, California, 93097, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. is seeking a Private Client Advisor in Simi Valley, California. In this role, you will deliver personalized financial planning and advice to individuals and families, focusing on building strong client relationships. Your responsibilities will include managing diverse client needs while ensuring adherence to compliance requirements.

Candidates should have at least 2 years in a financial advisory role, with necessary licenses required within 60 days of employment. This position embraces diversity and offers the opportunity to innovate using digital tools.

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