JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Pasadena, CA (Including surrounding areas)
$70K
Pasadena, CA +5 · Full-time · Posted Jul 8, 2026
- Location
- Pasadena, CA
Arcadia, CA
La Crescenta, CA
Los Angeles, CA
San Marino, CA
Sierra Madre, 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 J.P. Morgan’s products, services, and digital tools.
What you'll do
- Build a book of business and provide personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Deliver holistic financial coaching, goals-based advice, and education about digital banking and investment tools.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
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; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and 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
Model-written summary · the original posting is authoritative