Private Client Wealth Advisor - Holistic Planning
Job in
Turlock, Stanislaus County, California, 95382, USA
Listed on 2026-08-02
Listing for:
Fairygodboss
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families. You will build lasting client relationships, collaborate with partners, and provide holistic financial coaching.
Ideal candidates have 2+ years in financial advisory, active Series 7 and Series 66, and licenses for Life, Health, and Long-Term Care insurance, with CFP preferred and a bachelor’s degree
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