JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Northern San Diego, CA (area)
$70K
Del Mar, CA +8 · Full-time · Posted Oct 6, 2026
- Location
- Del Mar, CA
San Marcos, CA
Carlsbad, CA
Encinitas, CA
Escondido, CA
Solana Beach, CA
Vista, CA
Oceanside, CA
San Diego, 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 through Chase Wealth Management.
What you'll do
- Build a book of business and deliver personalized investment solutions with a focus on relationship management.
- Educate clients about financial needs, goals-based planning, and digital tools for managing investments.
- Support teammates and bank goals while providing holistic financial coaching and maintaining strong client relationships.
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
$70,320.00-$70,320.00 USD base salary
Model-written summary · the original posting is authoritative