JPMorgan Private Client Relationship Manager – Irvine, CA
$150,000–$150,000 year
On-site · Irvine, California, United States
Job Summary
Relationship Manager for JPMorgan Private Client in Irvine, CA, responsible for cultivating high-net-worth client relationships, delivering bespoke financial planning solutions, and expanding the client base by acquiring new relationships while collaborating across business lines. Responsibilities include in-person consultations with prospects and clients, presenting the JPMorgan Private Client value proposition, sharing market insights, building a robust referral network, and maintaining compliance with policies and risk controls. Requires 10+ years in financial services, entrepreneurial drive, and licensing prerequisites (SIE, Series 7, 66/63-65) with the option to obtain required licenses through JPMorgan’s program.
Required Qualifications
- 10+ years in Financial Services including affluent or complex relationship management and business development
- Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) as minimum requirements
- license pathways through JPMorgan’s licensing program within 150 days of hire (unlicensed applicants must obtain licenses)
- NMLS registration required under SAFE Act for this position
- college degree or military equivalent preferred
Desired Qualifications
- SIE exam/FINRA Series 7 and 66 (or 63 and 65) licensing requirements
- licensing program participation within 150 days of hire
- NMLS/SAFE Act registration requirements
- college degree or military equivalent
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.