JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - East Inland Empire, CA (including surrounding areas)
$70K
Palm Springs, CA +10 · Full-time · Posted Oct 7, 2026
- Location
- Palm Springs, CA
Loma Linda, CA
Riverside, CA
Redlands, CA
San Bernardino, CA
Yucaipa, CA
Rancho Mirage, CA
La Quinta, CA
Calimesa, CA
Beaumont, CA
Palm Desert, 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 connects clients with advised solutions and Chase partners.
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 on digital tools and channels.
- Support teammates and bank goals while delivering client-focused service with integrity.
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 integrating with key partners; ability and 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-$70,320.00 base salary
Model-written summary · the original posting is authoritative