JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Orange and Anaheim, CA
$70K
Orange, CA +1 · Full-time · Posted Apr 14, 2026
- Location
- Orange, CA
Anaheim, 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 while building client relationships and a book of business.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while delivering an exceptional investor 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 management, and integrating with key partners.
- Valid and active Series 7; Series 66 (63/65) license required or obtainable within 60 days of starting.
- Life, Health and Long Term Care Insurance license required or obtainable 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 (Orange, CA); 70,320.00 - 70,320.00 USD base salary (Anaheim, CA)
Model-written summary · the original posting is authoritative