JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Brea, Diamond Bar, Anaheim, CA and Surrounding Areas
$70K
Brea, CA +2 · Full-time · Posted Aug 3, 2026
- Location
- Brea, CA
Diamond Bar, CA
Anaheim, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and a book of business with a focus on relationship management rather than portfolio management.
What you'll do
- Deliver personalized investment solutions, financial coaching, and goals-based advice to clients.
- Build and maintain client relationships and a book of business; collaborate with teammates and key partners.
- Educate clients on digital tools and channels for monitoring and managing investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; 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
Brea,CA $70,320.00 - $70,320.00 USD base salary; Diamond Bar,CA $70,320.00 - $70,320.00 USD base salary; Anaheim,CA $70,320.00 - $70,320.00 USD base salary
Model-written summary · the original posting is authoritative