Private Wealth Advisor & Planning Specialist

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

Benefits offered by this job

Competitive base salary

Discretionary incentive compensation

Comprehensive benefits

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in California.

You will help clients meet their financial goals with a broad array of products, a high level of service, and a focus on long‑term relationships. The role emphasizes relationship building, trusted guidance, and skilled use of digital tools to monitor, analyze markets, and tailor solutions while maintaining

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7, Series 66 (63/65) required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments and leverage digital channels for client engagement.
• Embrace digital tools to help clients monitor and manage their investments.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Education

Bachelor's degree

Series 7

Series 66

Life/Health/LTC License

Tools

Licensing

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in California.

You will help clients meet their financial goals with a broad array of products, a high level of service, and a focus on long‑term relationships. The role emphasizes relationship building, trusted guidance, and skilled use of digital tools to monitor, analyze markets, and tailor solutions while maintaining