JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Mission Viejo, CA (Gateway Center)
$70K
Mission Viejo, CA · Full-time · Posted Oct 5, 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 personalized solutions and partner referrals.
What you'll do
- Build a book of business through relationship management and deliver personalized investment solutions.
- Provide holistic financial coaching and educate clients about digital tools and investment channels.
- Support teammates and bank goals while delivering an exceptional client experience.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship development, and integration 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, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD $70,320.00 - $70,320.00 base salary
Model-written summary · the original posting is authoritative