Wealth Advisor: Private Client Excellence

Testing Site - JPMC; Irvine (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase in Irvine, CA seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and Families. You will build a book of business, cultivate client relationships, and leverage digital tools to enhance the investor experience across Chase Wealth Management.

The role emphasizes goals-based planning, strong integrity, and the ability to educate clients on technology-driven monitoring and management of their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships with partners.
• Must hold or obtain Series 7, Series 66 (63/65) and Life/Health/LTC licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on leadership and relationships.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments and support digital banking adoption.

Skills

Relationship building

Client acquisition

Financial planning

Market knowledge

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase in Irvine, CA seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and Families. You will build a book of business, cultivate client relationships, and leverage digital tools to enhance the investor experience across Chase Wealth Management.

The role emphasizes goals-based planning, strong integrity, and the ability to educate clients on technology-driven monitoring and management of their investments.