Private Client Advisor Wealth Management & Digital Strategy

JPMorgan Chase & Co.; Huntington Beach (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. You will help clients build wealth, diversify portfolios, and navigate market opportunities with a client-first approach.

The role emphasizes advisory solutions, collaboration with partners, and a strong commitment to fiduciary standards. Licenses such as Series 7 and 66, plus Life/Health/Long-Term Care, are required or must be

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building.
• Requires Series 7 and Series 66 licenses or must obtain within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions for clients, with a focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain the highest integrity and fiduciary standards in client interactions.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ financial needs and coach beyond investments.

Skills

Financial advisory

Relationship management

Client acquisition

Regulatory compliance

Education

Bachelor’s degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. You will help clients build wealth, diversify portfolios, and navigate market opportunities with a client-first approach.

The role emphasizes advisory solutions, collaboration with partners, and a strong commitment to fiduciary standards. Licenses such as Series 7 and 66, plus Life/Health/Long-Term Care, are required or must be