J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA
Company: JPMorganChase
Location: Irvine
Posted on: April 1, 2026
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Job Description:
Description If you believe that investment advising should feel
like a personal relationship with a trusted partner for your
clients and want top tier technology and support to assist in
building that experience, this is the team for you. As a Personal
Advisor, in J.P. Morgan’s Wealth Management’s National Branch
Personal Advising group, you will partner with clients to create
custom financial plans based on their goals. You will meet with
clients primarily through scheduled appointments via video or
phone, build a personalized financial plan for each client, and
match clients with investment portfolios that are designed and
managed by J.P. Morgan’s Chief Investment Officer. You will also
provide advice to existing clients as they need it, helping them
navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a full time based office environment
to support the full book of clients. Job responsibilities •
Leverage experience and understanding of investments, wealth
planning, credit and banking concepts to help clients achieve their
financial goals • Convert high quality leads into new clients and
help to maintain those relationships • Utilize a
“solution-oriented” mindset to work towards best possible outcomes
for all clients • Ensure that proposed solutions fulfill clients'
needs and objectives in the short, medium and long term through a
holistic goals-based planning approach • Demonstrates strong
organizational skills and applies a disciplined and organized
approach throughout their day • Educate clients on the digital
products available to them to better monitor, maintain and achieve
their financial goals. Required qualifications, capabilities, and
skills: • A valid and active Series 7 • A valid and active Series
66 (63/65) license is required or ability to obtain within 60 days
of starting in the role as a condition of employment • This role
requires you to be licensed in all states Preferred qualifications,
capabilities, and skills: • At least 3 years of relevant financial
services or brokerage experience strongly preferred with focus on
financial planning • Bachelor’s degree preferred • CFP preferred
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 JPMorganChase’s review of
criminal conviction history, including pretrial diversions or
program entries. Responsibilities • Experience and understanding of
investments, wealth planning, credit and banking concepts • Ability
to have a “solution-oriented” mindset to work towards best possible
outcomes for all clients • Leverage a holistic goals-based planning
approach to help clients achieve their financial goals • Strong
performance and track record of converting high quality leads into
new clients and helping to maintain those relationships • Ensure
that proposed solutions fulfill clients' needs and objectives in
the short, medium and long term through a holistic goals-based
planning approach • Demonstrates strong organizational skills and
applies a disciplined and organized approach throughout their day •
Passion for educating clients on the digital products available to
them to better monitor, maintain, and achieve their financial
goals. Qualifications • At least 3 years of relevant financial
services or brokerage experience strongly preferred with focus on
financial planning • A valid and active Series 7 • A valid and
active Series 66 (63/65) license is required or ability to obtain
within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states • Bachelor’s
degree preferred • CFP preferred
Keywords: JPMorganChase, Malibu , J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA, Accounting, Auditing , Irvine, California
