JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - North Central San Diego, CA (area)
$70K
San Diego, CA +3 · Full-time · Posted Oct 1, 2026
- Location
- San Diego, CA
Ramona, CA
Poway, CA
Escondido, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and business through advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while delivering client-focused service with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; 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
USD 70,320.00-USD 70,320.00 base salary (San Diego, CA); USD 70,320.00-USD 70,320.00 base salary (Poway, CA); USD 70,320.00-USD 70,320.00 base salary (Ramona, CA); USD 70,320.00-USD 70,320.00 base salary (Escondido, CA)
Model-written summary · the original posting is authoritative