Private Client Advisor - Wealth & Digital Guidance

JPMorgan Chase; Newport Beach (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Newport Beach is seeking an experienced Financial Advisor to deliver personalized investment solutions and financial coaching. As a vital part of our team, you will champion client success while fostering a commitment to diversity and inclusion.

Applicants are expected to have at least 2 years of experience and necessary licenses (Series 7 & 66). The position comes with a competitive rewards package including health care, retirement plan, and additional wellness benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Educate clients on technology for monitoring their investments.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Digital technology proficiency

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Newport Beach is seeking an experienced Financial Advisor to deliver personalized investment solutions and financial coaching. As a vital part of our team, you will champion client success while fostering a commitment to diversity and inclusion.

Applicants are expected to have at least 2 years of experience and necessary licenses (Series 7 & 66). The position comes with a competitive rewards package including health care, retirement plan, and additional wellness benefits.