Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor

$68.64k

Aumni

J.P. Morgan is looking for a Private Client Advisor in Buena Park, CA. This role involves offering personalized financial planning and investment advice to clients at various wealth levels. The ideal candidate will have at least 2 years of experience as a Financial Advisor, relevant licenses, and a commitment to building strong client relationships. A competitive salary of $68,640 is offered, along with comprehensive benefits, and a commitment to diversity and inclusion is emphasized in this equal opportunity employer. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Advisor in Buena Park, CA vacancy
  •  ...Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result...  ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals... 
    Private client
    Local area
    Night shift
    Norwalk, CA
    7 days ago
  • $68.64k

    J.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CA Job Information Job Identification: 210615090 Job Category: Advisors Business Unit: Consumer & Community Banking Posting Date: 04/08/2025, 01:26 AM Locations: Orange, CA, United States; Anaheim... 
    Private client
    Full time

    Aumni

    Anaheim, CA
    1 day ago
  • $80k - $110k

     ...Raymond James is seeking a Registered Client Advisor to manage and deepen client relationships, ensure compliance, and support firm growth. This role involves effective communication, scheduling client meetings, and preparing financial reports. The ideal candidate will... 
    Private client

    Raymond James

    Brea, CA
    1 day ago
  •  ...Join J.P. Morgan Chase as a Private Client Advisor in Los Alamitos, CA. This role involves delivering personalized investment solutions and providing comprehensive financial planning to clients, ensuring an exceptional investor experience. Candidates need at least 2 years... 
    Private client

    Aumni

    Los Alamitos, CA
    1 day ago
  • $100k

     ...represent home buyers and sellers in transactions. The role includes scouting leads through networking and advertising, interacting with clients via meetings and digital media, and negotiating agreements. This position offers comprehensive training to help new and experienced... 
    Private client

    Keller Williams Realty Inc

    Downey, CA
    1 day ago
  •  ...Bank of America Downey is seeking a client-focused associate to assist lobby clients with self-service banking, educate on digital tools, and accurately process cash transactions. You will build relationships, identify client needs, and connect them to appropriate financial... 
    Private client
    Weekend work

    Bank of America

    Downey, CA
    1 day ago
  • JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience. Key responsibilities include customer relationship management, digital education for... 
    Private client

    JPMorganChase

    Lynwood, CA
    1 day ago
  • TwinThread is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and advice to clients, emphasizing relationship management and client acquisition. Successful candidates will demonstrate integrity... 
    Private client

    Aumni

    Westminster, CA
    1 day ago
  • A leading financial services firm in Whittier is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build and manage client relationships while leveraging your expertise in financial markets. The role requires a strong commitment... 
    Private client

    JPMorganChase

    Whittier, CA
    1 day ago
  • A leading financial services firm is seeking a Private Client Advisor in Westminster, CA. This role requires at least 2 years in financial advisory and a strong commitment to client relationships. Advisors will offer personalized solutions while promoting diversity and... 
    Private client

    JPMorgan Chase & Co.

    Westminster, CA
    4 days ago
  • Fairygodboss is hiring a Financial Advisor based in Lynwood, California. The role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture. The ideal candidate will have at... 
    Private client

    Fairygodboss

    Lynwood, CA
    2 days ago
  • TwinThread is seeking a Private Client Advisor in Whittier, California to provide comprehensive financial planning and advice. In this role, you will deliver personalized investment solutions and deepen client relationships, focusing on relationship management. The ideal... 
    Private client

    Aumni

    Whittier, CA
    1 day ago
  • J.P. Morgan Chase is looking for a dedicated Financial Advisor to build client relationships and deliver personalized investment solutions. The ideal candidate will demonstrate expertise in financial markets and possess relevant licenses including Series 7 and Series 66... 
    Private client

    Fairygodboss

    Westminster, CA
    1 day ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients build wealth, rely on leadership and relationships, and leverage digital... 
    Private client

    Fairygodboss

    Los Alamitos, CA
    3 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a... 
    Private client

    Chase

    Lakewood, CA
    19 hours ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Los Alamitos, CA Los Alamitos, CA, United States Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... 
    Private client

    Aumni

    Los Alamitos, CA
    19 hours ago
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...  ...want. Required Qualifications At least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated... 
    Private client

    Fairygodboss

    Westminster, CA
    1 day ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA role at JPMorganChase J.P. Morgan... 
    Private client
    Full time
    Work at office

    JPMorganChase

    Seal Beach, CA
    4 days ago
  •  ...services.Specific skills sought are:At least three years of experience with environmental and/or water law matters for public and/or private clients;Experience with public sector clients such as cities, counties, and special districts is preferred with demonstrable knowledge... 
    Private client

    Atkinson, Andelson, Loya, Ruud & Romo

    Cerritos, CA
    2 days ago
  • J.P. Morgan is seeking a Private Client Advisor in Anaheim, CA. This role involves providing comprehensive financial planning and personalized investment solutions tailored to individual clients. The ideal candidate should have at least 2 years of experience in financial... 
    Private client

    Aumni

    Anaheim, CA
    1 day ago
  • $17 - $19 per hour

     ...approach that reflects the culture and philosophies of Alta and our clients. This position will involve work activities in many capacities...  ...a high level of confidentiality by handling sensitive and private client and customer information in accordance with Alta Resources... 
    Private client
    Work experience placement
    Flexible hours

    Alta Resources

    Brea, CA
    3 days ago
  • At JPMorganChase in La Habra, the Private Client Investment Associate provides client service and operational marketing support to Private Client Advisors. Responsibilities include managing accounts, client relationships, risk management, compliance, and fostering team... 
    Private client

    JPMorganChase

    La Habra, CA
    4 days ago
  • JPMorgan Chase & Co. is looking for a Private Client Investment Associate in La Habra, California. In this role, you will provide exceptional...  ...service and operational support to assist Private Client Advisors. You'll facilitate account operations, build client relationships... 
    Private client

    JPMorgan Chase & Co.

    La Habra, CA
    2 days ago
  • $140k - $320k

     ...one of the most prominent and successful full-service firms in the state! We provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed attorney looking for a new challenge, great culture, and... 
    Private client
    Local area
    Flexible hours

    Jobot

    Artesia, CA
    1 day ago
  • $100k - $120k

     ...and manage daily RFP/RFQ proposal submissions across public and private sectors Develop compliant, high-quality proposals including...  ...performance/payment bonds Support both public works and private client contracts Subcontract & Business Development Support Prepare... 
    Private client
    Contract work
    Work at office
    Monday to Friday

    PTS Advance

    Anaheim, CA
    1 day ago
  • Job Summary At J.P. Morgan Chase, the Private Client Investment Associate in Wealth Management provides client service, operational marketing and administrative support to Private Client Advisors. The role includes facilitating operational requests, building relationships... 
    Private client

    JPMorganChase

    La Habra, CA
    4 days ago
  •  ...approach that reflects the culture and philosophies of Alta and our clients. This position will involve work activities in many capacities...  ...a high level of confidentiality by handling sensitive and private client and customer information in accordance to Alta Resources... 
    Private client
    Work experience placement
    Flexible hours

    Alta Resources

    Brea, CA
    1 day ago
  • $150k - $300k

     ...one of the most prominent and successful full-service firms in the nation! We provide high-quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed labor & employment attorney looking for a new challenge,... 
    Private client
    Local area
    Flexible hours

    Jobot

    Artesia, CA
    1 day ago
  • $77k - $82k

     ...administered by Rosemead. BCC serves both student and community clients, functioning as a training clinic and an approved APA-...  ...benefits, our Staff Psychologists have the opportunity to see private clients for additional income.As a private Christian University... 
    Private client
    Full time
    Traineeship
    Summer work
    Internship
    Immediate start

    Biola University

    La Mirada, CA
    2 days ago
  •  ...responsible for building and fostering a relationship between client and their customers. It is responsibility of this position to act...  ...a high level of confidentiality by handling sensitive and private client and customer information in accordance to Alta Resources... 
    Private client
    Work experience placement
    Immediate start
    Flexible hours

    Alta Resources

    Brea, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!