JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Lompoc and Santa Maria, CA
$70K
Lompoc, CA +1 · Full-time · Posted Oct 1, 2026
- Location
- Lompoc, CA
Santa Maria, 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 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, focusing on relationship management rather than portfolio management.
- Educate clients on financial technology and provide holistic financial coaching beyond investments.
- 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 acquiring clients, maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; 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 (Lompoc, CA); $70,320.00 - $70,320.00 USD base salary (Santa Maria, CA)
Model-written summary · the original posting is authoritative