Private Client Advisor — Wealth & Digital Solutions

JPMorgan Chase & Co.; Lynwood (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families, helping them grow and protect wealth through personalized solutions and trusted advice.

You will build a growing client book, rely on relationship skills and partner referrals, and stay current with markets and regulatory standards while guiding clients through digital channels and life‑cycle planning.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Maintain client relationships and partner referrals to deepen client engagement.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor investments and manage their portfolios.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients become more digitally confident and bank where they want.

Skills

Client acquisition

Relationship building

Financial planning

Regulatory knowledge

Communication skills

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families, helping them grow and protect wealth through personalized solutions and trusted advice.

You will build a growing client book, rely on relationship skills and partner referrals, and stay current with markets and regulatory standards while guiding clients through digital channels and life‑cycle planning.