J.P. Morgan Wealth Management – Private Client Advisor - Modesto, Stockton and Lodi, CA

What you’d do

Provide personalized investment advice and financial coaching to clients in Modesto, Stockton, and Lodi, CA. Build and manage client relationships focusing on goals-based planning and use digital tools to enhance client experience. Full-time role. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• At least 2 years in a Financial Advisor role or equivalent
• Success in client acquisition and relationship management
• Commitment to goals-based planning and advice
• Valid and active Series 7 license