JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Eureka CA, and Surrounding Areas
$70K
Eureka, CA +1 · Full-time · Posted Jan 15, 2026
- Location
- Eureka, CA
Arcata, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and a book of business while offering advised solutions and partner referrals.
What you'll do
- Build and maintain a book of business through relationship management and personalized investment solutions.
- Provide holistic financial coaching and goals-based advice, and educate clients about available digital tools and channels.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
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; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses active or obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$70,320 - $70,320 USD base salary; $70,320 - $70,320 USD base salary
Model-written summary · the original posting is authoritative