JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Diamond Bar, CA
$70K
Diamond Bar, CA · Full-time · Posted Sep 8, 2026
- 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 offering advised solutions and referrals.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management.
- Educate clients about digital tools and provide financial coaching beyond investments.
- Support teammates and bank goals while demonstrating sound judgment and acting in clients’ best interests.
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 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 required, or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$70,320.00 - $70,320.00 USD base salary
Model-written summary · the original posting is authoritative