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Wealth Management Financial Manager

Team Lead, Personal Advisors — Financial Planning

Job in Irvine, Orange County, California, 92713, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Management
    Wealth Management, Financial Manager
  • Finance & Banking
    Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in California seeks a Personal Advisor Team Lead to lead a team of advisors. You will provide comprehensive financial planning and exceptional client experiences while coaching your team to achieve high performance. The ideal candidate should have or be able to obtain the necessary financial licenses and possess at least 5 years of management experience.

This role emphasizes team success, client satisfaction, and a culture of diversity and inclusion.
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