J.P. Morgan Wealth Management – Private Client Advisor - Monterey, Santa Cruz, Salinas, CA and Surrounding Areas
On-site · Monterey, California, United States or Santa Cruz, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a client book and delivers personalized investment solutions, providing comprehensive financial planning and advice to individuals and families. The role emphasizes relationship management, client education on digital channels and technology for monitoring investments, and collaboration with partners to deepen client relationships. Required qualifications include Series 7 and Series 66 licenses (or obtain within 60 days) and Life/Health/LTC licenses (or obtain within 60 days). CFP is preferred and a Bachelor's degree is preferred. The position operates in Monterey, Santa Cruz, and Salinas, CA (surrounding areas) with in-person client engagement and a focus on goals-based planning and client-centric service.
Required Qualifications
- 2+ years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.