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Wealth Advisor: Private Client & Relationship Builder

Job in Union City, Alameda County, California, 94587, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Union City is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building strong client relationships, supporting team success, and demonstrating a deep understanding of financial markets. Candidates should possess relevant licenses and 2+ years of financial advisory experience, along with a commitment to goals-based planning.

This is an excellent opportunity to thrive in a supportive and innovative environment.
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