JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Temecula, CA (Temecula Valley and surrounding area)
$70K
Temecula, CA +7 · Full-time · Posted Sep 23, 2026
- Location
- Temecula, CA
Hemet, CA
Fallbrook, CA
Murrieta, CA
Lake Elsinore, CA
Menifee, CA
Wildomar, CA
Winchester, 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, 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, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching, goals-based advice, and referrals to Chase partners.
- Educate clients on digital tools and channels for managing their 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.
- Valid and active Series 7 license.
- 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
Temecula, CA: USD $70,320.00-$70,320.00 base salary; Hemet, CA: USD $70,320.00-$70,320.00 base salary; Murrieta, CA: USD $70,320.00-$70,320.00 base salary; Fallbrook, CA: USD $70,320.00-$70,320.00 base salary; Lake Elsinore, CA: USD $70,320.00-$70,320.00 base salary; Menifee, CA: USD $70,320.00-$70,320.00 base salary; Wildomar, CA: USD $70,320.00-$70,320.00 base salary; Winchester, CA: USD $70,320.00-$70,320.00 base salary
Model-written summary · the original posting is authoritative