JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Long Beach, Lakewood, Cerritos and Buena Park, CA
$70K
Long Beach, CA +3 · Full-time · Posted Oct 13, 2026
- Location
- Long Beach, CA
Cerritos, CA
Buena Park, CA
Lakewood, 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 delivering personalized solutions.
What you'll do
- Build a book of business and provide personalized investment solutions with a focus on relationship management.
- Provide holistic financial coaching, goals-based advice, and referrals to meet clients’ needs.
- Educate clients about digital tools and investment channels while supporting team and bank goals.
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.
- 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 (Long Beach, CA); $70,320.00 - $70,320.00 USD base salary (Lakewood, CA); $70,320.00 - $70,320.00 USD base salary (Cerritos, CA); $70,320.00 - $70,320.00 USD base salary (Buena Park, CA)
Model-written summary · the original posting is authoritative