JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Azusa, CA (area)
$70K
Azusa, CA +7 · Full-time · Posted Jul 2, 2026
- Location
- Azusa, CA
Duarte, CA
El Monte, CA
City of Industry, CA
La Puente, CA
Monrovia, CA
Walnut, CA
West Covina, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized investment solutions.
What you'll do
- Build a book of business and offer personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients about digital tools for managing investments.
- Support teammates and bank goals while delivering client-focused service and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD 70,320.00-USD 70,320.00 base salary (Azusa, CA); USD 70,320.00-USD 70,320.00 base salary (City of Industry, CA); USD 70,320.00-USD 70,320.00 base salary (Duarte, CA); USD 70,320.00-USD 70,320.00 base salary (West Covina, CA); USD 70,320.00-USD 70,320.00 base salary (Monrovia, CA); USD 70,320.00-USD 70,320.00 base salary (La Puente, CA); USD 70,320.00-USD 70,320.00 base salary (El Monte, CA); USD 70,320.00-USD 70,320.00 base salary (Walnut, CA)
Model-written summary · the original posting is authoritative