JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - San Luis Obispo, CA and Surrounding Areas
$70K
San Luis Obispo, CA · Full-time · Posted Feb 25, 2026
- 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 a book of business.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching and educate clients about digital tools and channels for managing investments.
- Support teammates and bank goals while fostering diversity and delivering a strong client experience.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining 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