Wealth Advisor: Private Client & Financial Planning

JPMorgan Chase & Co. in California is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships and deliver tailored solutions that align with clients' goals.

The role emphasizes fiduciary guidance, risk awareness, and customer service in a dynamic digital environment, with focus on onboarding new clients and coordinating with partners across the bank.