J.P. Morgan Wealth Management - Private Client Advisor - Santa Ana, CA (South Coast)
On-site · Santa Ana, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business by delivering personalized investment solutions and comprehensive financial planning to individuals and families. You will rely on relationship-building skills and leadership to deliver an exceptional investor experience, leveraging technology to help clients monitor, manage, and access their investments. The role emphasizes client relationships, goals-based planning, and education on digital channels, with partnerships and referrals to deepen client engagement. Relevant licenses (Series 7, Series 66) and a Life/Health/Long Term Care license are required (or obtained within 60 days), with CFP certification preferred and a Bachelor's degree preferred. Location: Santa Ana, CA.
Required Qualifications
- At least 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 as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor's degree preferred or higher
- Demonstrated success in client acquisition and maintaining client relationships
- Strong knowledge of financial markets and goals-based planning
- Ability to provide holistic financial coaching beyond investments
- Ability to work with digital channels and technologies to assist clients
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