Personal Wealth Advisor — Holistic Planning & Client Growth

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

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.