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

J.P. Morgan Wealth Management – Private Client Advisor - North Central San Diego, CA (area)

San Diego, CA, United States

and 3
more

• Job Identification

• Job Category Advisors

• Business Unit Consumer & Community Banking

• Posting Date 10/01/2026, 01:05 AM

• Locations 10429 Craftsman Way, San Diego, CA, 92127, US150 N Centre City Pkwy, Escondido, CA, 92025, US325 W Felicita Ave, Escondido, CA, 92025, US12380 Poway Rd, Poway, CA, 92064, US1467 Main St, Ramona, CA, 92065, US10541 Scripps Poway Pkwy, San Diego, CA, 92131, US13275 Black Mountain Rd, San Diego, CA, 92129, US11995 Carmel Mountain Rd, San Diego, CA, 92128, US16861 Bernardo Center Dr, San Diego, CA, 92128, US

• Apply Before 12/31/2026, 08:00 AM

• Job Schedule Full time

• Base Pay/Salary San Diego,CA $70,320.00-$70,320.00;
  Poway,CA $70,320.00-$70,320.00;
  Ramona,CA $70,320.00-$70,320.00;
  Escondido,CA $70,320.00-$70,320.00

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.

• 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

• 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 Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• FEDERAL DEPOSIT INSURANCE ACT:
  
  This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan
  
  Chase’s review of criminal conviction history, including pretrial diversions or program entries.

• Certified Financial Planning (CFP®) certification is preferred

• B…