JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CA
$70K
Newport Beach, CA +2 · Full-time · Posted Apr 15, 2026
- Location
- Newport Beach, CA
Costa Mesa, CA
Irvine, 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 solutions and referrals to meet their financial needs.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and goals-based advice, including beyond investments.
- Educate clients on digital tools and channels for managing their investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, client relationship management, and integrating with key partners.
- A valid and active Series 7.
- A valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance license, 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 (Newport Beach, CA); $70,320.00 - $70,320.00 USD base salary (Costa Mesa, CA); $70,320.00 - $70,320.00 USD base salary (Irvine, CA)
Model-written summary · the original posting is authoritative