JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas
$69K
Long Beach, CA +2 · Full-time · Posted Sep 8, 2026
- Location
- Long Beach, CA
Buena Park, CA
Cerritos, CA - 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 offering personalized solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while maintaining strong client relationships and a commitment to doing right by clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and partnering with key stakeholders.
- 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 (Long Beach, CA); $68,640.00 - $68,640.00 USD base salary (Buena Park, CA); $68,640.00 - $68,640.00 USD base salary (Cerritos, CA)
Model-written summary · the original posting is authoritative