Private Client Advisor, Wealth Management Mastery
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
J.P. Morgan Chase in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families across our CA office network.
You will build client relationships, collaborate with partners, and help clients monitor and adjust their investments using digital tools. A Series 7/66 and state licenses are required or must be obtained soon; a CFP is preferred.
For the Private Client Advisor, Wealth Management Mastery position at JPMorgan Chase, we are reviewing applications now.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Private Client Advisor, Wealth Management Mastery role at JPMorgan Chase, based in Santa Clarita, CA, United States.
We are looking to fill the Private Client Advisor, Wealth Management Mastery position at JPMorgan Chase in Santa Clarita, CA, United States.
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