JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Ventura and Santa Barbara, CA
$70K
Ventura, CA +1 · Full-time · Posted Aug 27, 2026
- Location
- Ventura, CA
Santa Barbara, 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 deliver personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Provide holistic financial coaching and advice, including educating clients about available digital tools and 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, 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
Ventura,CA $70,320.00 - $70,320.00 USD base salary; Santa Barbara,CA $70,320.00 - $70,320.00 USD base salary
Model-written summary · the original posting is authoritative