JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Corona / Chino Hills, CA (area)
$70K
Chino Hills, CA +5 · Full-time · Posted Sep 17, 2026
- Location
- Chino Hills, CA
Chino, CA
Corona, CA
Ontario, CA
Eastvale, CA
Riverside, 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, builds client relationships, and offers tailored solutions and partner referrals.
What you'll do
- Build a book of business and deliver 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 service with integrity and sound financial judgment.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integration with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain the latter licenses within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
Chino, CA $70,320.00-$70,320.00 USD base salary; Chino Hills, CA $70,320.00-$70,320.00 USD base salary; Corona, CA $70,320.00-$70,320.00 USD base salary; Eastvale, CA $70,320.00-$70,320.00 USD base salary; Ontario, CA $70,320.00-$70,320.00 USD base salary; Riverside, CA $70,320.00-$70,320.00 USD base salary
Model-written summary · the original posting is authoritative