J.P. Morgan Wealth Management – Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas

Location: Brea, CA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our dynamic team in Brea, CA, with opportunities to serve clients in Diamond Bar, Fountain Valley, and surrounding areas. As a branch-based advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and tailored investment advice. Leveraging J.P. Morgan's global resources and innovative tools, you will deliver holistic wealth management solutions that integrate banking, investing, and advisory services. This position offers the chance to build lasting client relationships in a supportive, high-performing environment focused on excellence and integrity in the financial services industry. Your primary focus will be on understanding clients' unique financial needs, from retirement planning and education funding to estate preservation and portfolio optimization. You will conduct in-depth assessments, recommend diversified investment strategies using J.P. Morgan's suite of products, and provide ongoing guidance to navigate market volatility and economic changes. Collaboration with J.P. Morgan specialists ensures seamless delivery of services like lending solutions and tax strategies, all while adhering to the highest fiduciary standards and regulatory requirements. Success in this role requires a client-centric approach, where proactive engagement and personalized service drive loyalty and growth. In addition to competitive compensation, this role provides access to J.P. Morgan's renowned professional development programs, fostering continuous learning and career advancement within one of the world's leading financial institutions. If you are passionate about empowering clients' financial futures and thrive in a fast-paced, relationship-driven setting, join us to make a meaningful impact in the Southern California community.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients through proactive outreach, regular reviews, and exceptional service in branch locations
• Analyze clients' financial situations, including assets, liabilities, income, and objectives, to recommend J.P. Morgan investment products such as mutual funds, ETFs, and alternative investments
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic wealth management solutions encompassing banking, lending, and advisory services
• Conduct client seminars, workshops, and consultations to educate on market trends, retirement planning, and wealth preservation strategies
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA regulations, and fiduciary standards
• Prospect and acquire new clients within the Brea, Diamond Bar, Fountain Valley, and surrounding California communities through networking and referrals
• Monitor portfolio performance and adjust strategies as needed to align with client objectives and market conditions
• Document client interactions, prepare reports, and utilize J.P. Morgan's proprietary tools for portfolio management and CRM
• Contribute to branch goals by supporting team efforts in client acquisition and retention

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory setting
• Strong understanding of financial planning principles, investment strategies, and regulatory compliance in the U.S. financial markets
• Ability to work in a branch-based environment serving clients in Brea, Diamond Bar, Fountain Valley, CA, and surrounding areas
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management or Private Banking
• Bilingual proficiency in English and Spanish to serve diverse client bases in Southern California
• Previous success in meeting or exceeding sales targets in wealth management or advisory roles
• Knowledge of estate planning, retirement strategies, and tax-efficient investment approaches

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• CRM software proficiency (e.g., Salesforce)
• Knowledge of financial products (stocks, bonds, annuities)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and trend analysis
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses aligned with J.P. Morgan's wealth management targets
• Comprehensive health, dental, and vision insurance with multiple plan options and employer contributions
• 401(k) retirement savings plan with generous company matching up to 5% of eligible compensation
• Paid time off including vacation, sick days, and parental leave, plus federal holidays
• Professional development opportunities through J.P. Morgan's internal training programs, tuition reimbursement, and certification support
• Employee stock purchase plan and access to J.P. Morgan's employee investment programs
• Wellness programs including gym memberships, mental health resources, and financial wellness coaching
• Relocation assistance for qualifying candidates moving to the Southern California area

JP Morgan Chase is an equal opportunity employer.