Wealth Planning & Client Relations Advisor
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and bespoke investment solutions within Chase Wealth Management.
You will build client relationships, leverage referrals, and act as a trusted advisor to individuals and families across a broad client base. You will demonstrate a strong knowledge of markets, maintain integrity, and guide clients through digital tools for governance and monitoring of their investments.
We would love to welcome a new Wealth Planning & Client Relations Advisor to our organisation in Ventura, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning & Client Relations Advisor role in the description above.
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