Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Newport Beach (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Newport Beach, CA is seeking a Private Client Advisor to provide comprehensive financial planning and advised solutions to individuals and families.

You will build relationships, deliver investment solutions, and partner with Chase referrals to deepen client engagement. Ideal candidates have 2+ years as a Financial Advisor, possess Series 7/66 and Life/Health/LTC licenses, and demonstrate strong relationship-building skills with a client-first mindset.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days.
• CFP certification is preferred.
• Bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Offer comprehensive financial planning and advice.
• Demonstrate deep understanding of financial markets and sound judgement.
• Foster relationships and collaborate with key partners.
• Educate clients on technology and channels to monitor investments.
• Operate with integrity and focus on client success.

Skills

Client relationship

Financial planning

Investment solutions

Goal-based planning

Communication skills

Education

Series 7 license

Series 66 license (63/65)

Life, Health & LTC license

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Newport Beach, CA is seeking a Private Client Advisor to provide comprehensive financial planning and advised solutions to individuals and families.

You will build relationships, deliver investment solutions, and partner with Chase referrals to deepen client engagement. Ideal candidates have 2+ years as a Financial Advisor, possess Series 7/66 and Life/Health/LTC licenses, and demonstrate strong relationship-building skills with a client-first mindset.