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Lead, Personal Advisor Team – National Branch

Job in Irvine, Orange County, California, 92713, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management, Regulatory Compliance Specialist
  • Management
    Wealth Management, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 95000 - 150000 USD Yearly USD 95000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm seeks a Personal Advisor Team Lead in Irvine, CA to manage and coach a team of advisors, ensuring exceptional client experiences and performance. Candidates must hold the Series 9/10, Series 7, and relevant insurance licenses, with experience in advisor management preferred. The firm offers competitive salary ranging from $95,000 to $150,000 annually, along with a comprehensive benefits package to support employee well-being and growth.
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