About this opportunity
JPMorgan Chase & Co. lists this Private Client Advisor: Build Relationships & Guide Wealth opportunity in thousand oaks, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business, cultivate client relationships, and provide tailored solutions with a focus on goals-based planning and digital tools.
The role requires licensing (Series 7, 66, and Life/Health/LTC) and a strong commitment to integrity, client education, and cross‑partner collaboration within Chase Wealth Management.
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Worksite address
thousand oaks, CA, 91362, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.