JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - South San Diego, CA (area)
$70K
San Diego, CA +6 · Full-time · Posted Oct 1, 2026
- Location
- San Diego, CA
Alpine, CA
Bonita, CA
Chula Vista, CA
El Cajon, CA
Imperial Beach, CA
Santee, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions through Chase Wealth Management.
What you'll do
- Build a book of business and provide personalized investment solutions focused on relationship management.
- Offer comprehensive financial planning, coaching, and advised solutions, including Chase partner referrals.
- Educate clients on 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 working with key partners; ability and 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
San Diego, CA $70,320.00-$70,320.00 USD base salary; Santee,CA $70,320.00-$70,320.00 USD base salary; Bonita,CA $70,320.00-$70,320.00 USD base salary; Imperial Beach,CA $70,320.00-$70,320.00 USD base salary; Coronado,CA $70,320.00-$70,320.00 USD base salary; El Cajon,CA $70,320.00-$70,320.00 USD base salary; Alpine,CA $70,320.00-$70,320.00 USD base salary; Chula Vista,CA $70,320.00-$70,320.00 USD base salary
Model-written summary · the original posting is authoritative