JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Monterey, Santa Cruz, Salinas, CA and Surrounding Areas
$70K
Monterey, CA +2 · Full-time · Posted Jan 30, 2026
- Location
- Monterey, CA
Santa Cruz, CA
Salinas, 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, focusing on relationship management rather than portfolio management.
- Educate clients about 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 in client acquisition, relationship management, 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 required, or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
Monterey,CA $70,320.00 - $70,320.00 USD base salary; Santa Cruz,CA $70,320.00 - $70,320.00 USD base salary; Salinas,CA $70,320.00 - $70,320.00 USD base salary
Model-written summary · the original posting is authoritative