Private Client Advisor: Wealth Builder & Relationship Architect

Testing Site - JPMC; Westminster (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in California is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families. You will leverage your licensing and experience to deliver tailored solutions and strengthen client relationships within Chase Wealth Management.

The role emphasizes advisory services, digital tools education, and cross‑team collaboration to help clients monitor and optimize their investments while growing a robust book of business.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must obtain within 60 days.
• Active Life, Health and Long Term Care Insurance license or must obtain within 60 days.
• Strong client acquisition and relationship management skills; goals-based planning experience.

Responsibilities

• Build a book of business and deliver personalized investment solutions with emphasis on relationship management.
• Demonstrate deep understanding of financial markets and sound judgement.
• Provide holistic financial coaching beyond investments and educate clients on digital tools.
• Embrace digital innovations to help clients monitor, manage, and access their investments anytime, anywhere.
• Leverage Chase partner referrals to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Insurance license

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase in California is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families. You will leverage your licensing and experience to deliver tailored solutions and strengthen client relationships within Chase Wealth Management.

The role emphasizes advisory services, digital tools education, and cross‑team collaboration to help clients monitor and optimize their investments while growing a robust book of business.