JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - San Clemente, San Juan Capistrano, and Laguna Beach, CA
$70K
San Clemente, CA +2 · Full-time · Posted Aug 3, 2026
- Location
- San Clemente, CA
San Juan Capistrano, CA
Laguna Beach, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and investment advice to individuals and families while building client relationships and delivering personalized investment solutions.
What you'll do
- Build a book of business and offer personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and referrals to deepen client relationships.
- Educate clients about digital tools and channels for managing and monitoring investments.
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 ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required, or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD $70,320.00 - $70,320.00 base salary (San Clemente, CA); USD $70,320.00 - $70,320.00 base salary (San Juan Capistrano, CA); USD $70,320.00 - $70,320.00 base salary (Laguna Beach, CA)
Model-written summary · the original posting is authoritative