J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding Areas

What you’d do

Provide personalized investment advice and financial coaching to clients, focusing on relationship management and client acquisition. Work full time supporting clients in Millbrae, CA and surrounding areas with a strong emphasis on integrity and digital tools. 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