National Wealth Advisor — Personal Financial Planning

JPMorganChase; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Personal Advisor to partner with clients, build tailored financial plans, and connect them with investment portfolios managed by our CIO. You will meet clients via video or phone, then translate goals into actionable strategies while nurturing ongoing relationships.

In this full-time role, you will work in a collaborative Wealth Management environment, maintain regulatory licenses, and deliver holistic financial guidance across a diverse book of clients.

Qualifications

• A valid and active Series 7 license.
• A valid and active Series 66 license or ability to obtain within 60 days of starting in the role.

Responsibilities

• Leverage knowledge of investments, wealth planning, credit and banking to help clients reach goals.
• Convert high quality leads into new clients and maintain relationships.
• Use a solution-oriented mindset to achieve best outcomes for clients.
• Ensure proposed solutions meet clients' short, medium, and long-term objectives.
• Demonstrate strong organizational skills and disciplined daily approach.
• Educate clients on digital products to monitor and achieve financial goals.

Skills

Series 7 license

Series 66 license

Education

Bachelor's degree preferred

Tools

Licensing requirements

Job description

JPMorgan Chase & Co. in California seeks a Personal Advisor to partner with clients, build tailored financial plans, and connect them with investment portfolios managed by our CIO. You will meet clients via video or phone, then translate goals into actionable strategies while nurturing ongoing relationships.

In this full-time role, you will work in a collaborative Wealth Management environment, maintain regulatory licenses, and deliver holistic financial guidance across a diverse book of clients.