J.P. Morgan Wealth Management – Private Client Advisor - Northern San Diego, CA; area)

j.p. Morgan wealth management – private client advisor - northern san diego, ca (area)

del mar, ca, united states

and 8
more

job information

• job identification

• job category advisors

• business unit consumer & community banking

• posting date 07/31/2026, 06:12 pm

• locations 2770 via de la valle ln, del mar, ca, 92014, us7176 avenida encinas, carlsbad, ca, 92011, us2580 el camino real, carlsbad, ca, 92008, us699 grand ave, carlsbad, ca, 92008, us2663 gateway rd, carlsbad, ca, 92009, us6998 el camino real, carlsbad, ca, 92009, us105 n el camino real, encinitas, ca, 92024, us1080 n el camino real, encinitas, ca, 92024, us325 w felicita ave, escondido, ca, 92025, us3748 mission ave, oceanside, ca, 92058, us615 college blvd, oceanside, ca, 92057, us3830 valley centre dr, ste 707, san diego, ca, 92130, us3433 del mar heights rd, san diego, ca, 92130, us13485 pacific highlands ranch pkwy, san diego, ca, 92130, us607 lomas santa fe dr, solana beach, ca, 92075, us985 e vista way, vista, ca, 92084, us

• apply before 11/30/2026, 08:00 am

• job schedule full time

• base pay/salary san diego,ca $70,320.00-$70,320.00; vista,ca $70,320.00-$70,320.00; encinitas,ca $70,320.00-$70,320.00; del mar,ca $70,320.00-$70,320.00; carlsbad,ca $70,320.00-$70,320.00; san marcos,ca $70,320.00-$70,320.00; oceanside,ca $70,320.00-$70,320.00; solana beach,ca $70,320.00-$70,320.00; escondido,ca $70,320.00-$70,320.00

job description

at j.p. Morgan chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

as a private client advisor in chase wealth management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and chase partner referrals that deepen client relationships.

job responsibilities

• champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity

• build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

• demonstrate a deep understanding of financial markets and sound business judgement

• exhibit unwavering integrity that points toward doing right by clients at every opportunity

• demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

• provide a holistic view of clients’ needs and financial coaching beyond investments

• embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

required qualifications, capabilities, and skills

• 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

• a valid and active series 7

• a valid and active series 66 (63/65) license is required 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…