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Financial Sales

Private Wealth Advisor — Build Lasting Client Relationships

Job in Union City, Alameda County, California, 94587, USA
Listing for: JPMorganChase
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
A leading financial services provider seeks a Private Client Advisor in Union City, CA. In this role, you will provide tailored financial planning and investment advice to a diverse clientele. Responsibilities include building client relationships, educating them on financial products, and collaborating with team members for collective success. Candidates should have 2+ years in financial advising, relevant licenses, and a passion for client service.

A competitive salary and benefits package is offered.
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