Private Client Advisor: Wealth Planning & Relationships
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-09-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. in Newport Beach, CA is seeking a Private Client Advisor to provide comprehensive financial planning and advised solutions to individuals and families.
You will build relationships, deliver investment solutions, and partner with Chase referrals to deepen client engagement. Ideal candidates have 2+ years as a Financial Advisor, possess Series 7/66 and Life/Health/LTC licenses, and demonstrate strong relationship-building skills with a client-first mindset.
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