JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Lakewood, CA
$69K
Lakewood, CA · Full-time · Posted Jan 30, 2026
- 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.
What you'll do
- Build and maintain client relationships, acquire clients, and deliver personalized investment solutions focused on relationship management.
- Provide holistic financial coaching and goals-based advice, including referrals to Chase partners.
- Educate clients about digital tools and channels for managing investments.
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 working 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
$68,640.00 - $68,640.00 USD base salary
Model-written summary · the original posting is authoritative