JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Irvine, Mission Viejo, CA and Surrounding Areas
$70K
Irvine, CA +1 · Full-time · Posted Oct 1, 2026
- Location
- Irvine, CA
Mission Viejo, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and a book of business while delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, emphasizing relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on digital tools and investment channels.
- Support teammates and bank goals while demonstrating financial-market knowledge and 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, client relationship management, and integration with key partners; demonstrated 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 - USD 70,320.00 base salary (Irvine, CA); USD 70,320.00 - USD 70,320.00 base salary (Mission Viejo, CA)
Model-written summary · the original posting is authoritative