About this opportunity
JPMorganChase lists this Private Wealth Advisor: Relationship-Driven Planning opportunity in napa, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A leading financial services firm in Napa, CA, is seeking a Private Client Advisor to provide comprehensive financial planning to clients of varying wealth levels. The ideal candidate will have at least 2 years of experience in a Financial Advisor role and a valid Series 7 license. Responsibilities include building client relationships, delivering personalized investment solutions, and fostering a diverse team culture. This role offers a competitive rewards package and emphasizes digital innovation in client interactions.
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Worksite address
napa, CA, 94559, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.