J.P. Morgan Wealth Management – Private Client Advisor - Menlo Park, CA and Surrounding Areas

What you’d do

Provide personalized investment solutions and financial coaching to clients, focusing on relationship management and digital tools. Full-time role supporting client acquisition and retention in Menlo Park, CA area. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• 2+ years financial advisor or equivalent experience
• Success in client acquisition and relationship management
• Commitment to goals-based financial planning
• Valid and active Series 7 license