JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - South Bay, CA Market
$70K
Torrance, CA +3 · Full-time · Posted Sep 8, 2026
- Location
- Torrance, CA
Carson, CA
Palos Verdes Estates, CA
Rolling Hills Estates, 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, builds client relationships and a book of business, and connects clients with advised solutions and bank partners.
What you'll do
- Build a book of business and deliver personalized investment solutions, emphasizing relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- 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 integration 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 (Torrance, CA); USD 70,320.00 - USD 70,320.00 base salary (Carson, CA); USD 70,320.00 - USD 70,320.00 base salary (Palos Verdes Estates, CA); USD 70,320.00 - USD 70,320.00 base salary (Rolling Hills Estates, CA)
Model-written summary · the original posting is authoritative