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Private Wealth Advisor: Client & Planning
Job in
Thousand Oaks, Ventura County, California, 91362, USA
Listed on 2026-06-26
Listing for:
JPMorganChase
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Thousand Oaks, CA to offer personalized financial planning and investment advice to clients. Ideal candidates will have at least 2 years of experience in financial services and a commitment to client education. This role emphasizes relationship management and offers competitive rewards including potential commission. Join a company that values diversity and inclusion, provides comprehensive employee benefits, and supports financial growth for clients.
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