J.P. Morgan Wealth Management – Private Client Advisor - Northridge/Santa Clarita, CA; area)
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Information
Job Identification
Job Category Advisors
Business Unit Consumer & Community Banking
Posting Date 10/01/2026, 12:53 AM
Locations 19500 Plummer St, Ste G1, Northridge, CA, 91324, US16520 W Soledad Canyon Rd, Canyon Country, CA, 91387, US10370 Mason Ave, Chatsworth, CA, 91311, US11160 Balboa Blvd, Granada Hills, CA, 91344, US17900 Chatsworth St, Granada Hills, CA, 91344, US23402 W Lyons Ave, Newhall, CA, 91321, US9055 Reseda Blvd, Northridge, CA, 91324, US19837 Rinaldi St, Porter Ranch, CA, 91326, US402 S Brand Blvd, San Fernando, CA, 91340, US28194 Newhall Ranch Rd, Santa Clarita, CA, 91355, US26500 Bouquet Canyon Rd, Saugus, CA, 91350, US25860 The Old Rd, Stevenson Ranch, CA, 91381, US24000 W Valencia Blvd, Valencia, CA, 91355, US
Apply Before 12/31/2026, 08:00 AM
Job Schedule Full time
Base Pay/Salary Northridge,CA $70,320.00-$70,320.00;
Granada Hills,CA $70,320.00-$70,320.00;
Stevenson Ranch,CA $70,320.00-$70,320.00;
San Fernando,CA $70,320.00-$70,320.00;
Newhall,CA $70,320.00-$70,320.00;
Porter Ranch,CA $70,320.00-$70,320.00;
Santa Clarita,CA $70,320.00-$70,320.00;
Valencia,CA $70,320.00-$70,320.00;
Chatsworth,CA $70,320.00-$70,320.00;
Canyon Country,CA $70,320.00-$70,320.00;
Saugus,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.
Job responsibilitiesChampion 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:
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