JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA
$70K
Seal Beach, CA +2 · Full-time · Posted Sep 8, 2026
- Location
- Seal Beach, CA
Huntington Beach, CA
Los Alamitos, 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 a book of business while emphasizing relationship management over portfolio management.
What you'll do
- Build a book of business, develop client relationships, and provide personalized investment solutions and partner referrals.
- Provide holistic financial coaching and goals-based advice, and educate clients about digital tools and investment 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
USD 70,320.00 - USD 70,320.00 base salary (Seal Beach, CA); USD 70,320.00 - USD 70,320.00 base salary (Huntington Beach, CA; Los Alamitos, CA)
Model-written summary · the original posting is authoritative