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J.P. Morgan Wealth Management - Private Client Advisor - Santa Cruz, CA
JPMorgan ChaseSanta Cruz, CA
Posted Oct 1, 2026
What you’d do
Provide personalized investment solutions and financial coaching to clients, focusing on relationship management and digital tools. Full-time role in Santa Cruz, CA, requiring leadership and client acquisition skills. 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
Our summary of the listing. The full listing has the details.