JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Manhattan Beach, CA and Surrounding Areas
$70K
Manhattan Beach, CA · Full-time · Posted Sep 8, 2026
- 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 solutions and partner 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 about investment technology and digital banking tools.
- 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 in client acquisition, maintaining client relationships, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- 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
Model-written summary · the original posting is authoritative