J.P. Morgan Wealth Management - Private Client Advisor - Newport Beach, CA (Balboa and 32nd)
On-site · Newport Beach, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to clients, leveraging leadership and relationship-building skills. Focus on relationship management over portfolio management, understanding financial markets, and educating clients on digital tools to monitor and manage investments. Emphasizes integrity, client coaching, and leveraging technology to enhance client experience; role involves partnering with other Chase professionals to deepen client relationships. Location-based in Newport Beach, CA with full-time responsibilities and required licenses (Series 7, Series 66 within 60 days, Life/Health/LTC insurance within 60 days); CFP preferred; Bachelor's degree preferred. This role entails adhering to banking and regulatory guidelines and offering investment products through JPMS and related Chase entities.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition and relationship management
- A valid and active Series 7 license
- A valid and active Series 66 license (or 63/65) 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
- Certified Financial Planning (CFP) certification is preferred
- Bachelor’s degree is preferred
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.