JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Gardena, CA and Surrounding Areas
$70K
Gardena, 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 delivering personalized solutions.
What you'll do
- Build a book of business and provide personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Offer holistic financial coaching, goals-based planning, and referrals to Chase partners.
- Educate clients about digital tools and channels for managing their investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, developing and maintaining relationships, and partnering with key stakeholders; 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
$70,320.00 - $70,320.00 USD base salary
Model-written summary · the original posting is authoritative