J.P. Morgan Wealth Management | Private Client Advisor | San Leandro, CA and Surrounding Areas

What you’d do

Provide personalized investment solutions and financial coaching to clients in San Leandro, CA, focusing on relationship management and digital tools. Full-time role requiring client acquisition and goal-based financial planning. 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