JPMorgan Chase
J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA
$76K–$107K
Irvine, CA · Full-time · Posted Oct 14, 2026
- Experience
- At least 3 years of relevant experience is preferred, not required.
- Education
- Bachelor’s degree preferred.
About the job
Provides personalized financial planning and investment advice to clients through scheduled video or phone appointments, matching them with portfolios managed by J.P. Morgan’s Chief Investment Officer.
What you'll do
- Create holistic, goals-based financial plans and recommend solutions for clients’ short-, medium-, and long-term objectives.
- Convert leads into clients and maintain ongoing relationships, advising existing clients as their needs change.
- Explain digital products that help clients monitor and pursue their financial goals.
What they ask for
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting; licensing in all states is required.
Nice to have
- At least 3 years of relevant financial services or brokerage experience, with a focus on financial planning.
- Bachelor’s degree; CFP is also preferred but not required.
Pay
$76,475.00-$107,000.00 USD base salary
Model-written summary · the original posting is authoritative