JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Thousand Oaks and Simi Valley, CA
$70K
Thousand Oaks, CA +1 · Full-time · Posted Jan 30, 2026
- Location
- Thousand Oaks, CA
Simi Valley, 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 offering personalized solutions and partner referrals.
What you'll do
- Build a book of business and provide personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on investment tools, technology, and banking channels.
- Support teammates and bank goals while delivering an exceptional client experience.
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 (Thousand Oaks, CA); USD 70,320.00 - USD 70,320.00 base salary (Simi Valley, CA)
Model-written summary · the original posting is authoritative