J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

Testing Site - JPMC; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine seeks a Personal Advisor to partner with clients, craft custom financial plans, and match with CIO-managed portfolios. You will meet clients via video or phone, build plans, and provide ongoing advice in a full-time office setting.

The role emphasizes relationship-based wealth management, disciplined planning, and helping clients navigate changing priorities across finances and life events.

Qualifications

• Active Series 7 and Series 66 licenses required.
• All-states licensing required or ability to obtain within 60 days.
• Bachelor's degree preferred; CFP preferred.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients achieve goals.
• Convert high quality leads into new clients and maintain relationships.
• Use a solution-oriented mindset for best outcomes for all clients.
• Ensure proposed solutions meet client needs and objectives via holistic planning.
• Demonstrate organizational skills and disciplined daily approach.
• Educate clients on digital products to monitor and achieve goals.

Skills

Series 7

Series 66

Licensed in all states

Education

Bachelor's degree

CFP preferred

Job description

If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.

As a Personal Advisor, in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.

Job responsibilities

• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high quality leads into new clients and help to maintain those relationships
• Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.

Required qualifications, capabilities, and skills:

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states

Preferred qualifications, capabilities, and skills:

• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor’s degree preferred
• CFP preferred

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.