Wealth Client Advisor — Build Relationships & Growth
Job in
Thousand Oaks, Ventura County, California, 91362, USA
Listed on 2026-08-04
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.
You will build long-term client relationships, deliver personalized investment solutions, and support clients with digital tools and referrals. The role requires relevant licenses (Series 7, Series 66, Life/Health/LTC) and a strong track record in client acquisition and relationship management, with a commitment to
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