Private Client Wealth Advisor

Aumni; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine, CA is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while embracing digital tools and fiduciary responsibility. Strong knowledge of markets, sound judgment, and a commitment to diversity and inclusion underpin our approach to client service and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.
• Licenses: valid Series 7, and Series 66 or obtain within 60 days.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days.

Responsibilities

• Build a book of clients and deliver personalized investment solutions.
• Provide holistic financial planning and investment coaching.
• Demonstrate understanding of financial markets and sound judgment.
• Promote digital tools to help clients monitor investments.
• Collaborate with partners to deepen client relationships.

Skills

Client relationships

Financial planning

Goals-based guidance

Business development

Education

CFP certification

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license

Life/Health license

Job description

JPMorgan Chase & Co. in Irvine, CA is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while embracing digital tools and fiduciary responsibility. Strong knowledge of markets, sound judgment, and a commitment to diversity and inclusion underpin our approach to client service and