JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Palmdale / Lancaster, CA (area)
$70K
Palmdale, CA +1 · Full-time · Posted Oct 1, 2026
- Location
- Palmdale, CA
Lancaster, 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 offering advised solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while demonstrating market knowledge, sound judgment, and 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
$70,320.000-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary
Model-written summary · the original posting is authoritative