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Wealth Relationship Advisor: Digital, Client-Focused
Job in
Union City, Alameda County, California, 94587, USA
Listed on 2026-01-12
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Union City, California. You will provide comprehensive financial planning and investment solutions to clients, demonstrating expertise and commitment to building relationships. The ideal candidate will have at least 2 years' experience, with necessary financial licenses. The role emphasizes client education and relationship management, aimed at enhancing investor experience while fostering a culture of diversity.
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