J.P. Morgan Wealth Management – Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CA

Location: Newport Beach, 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 the affluent Orange County markets of Newport Beach, Costa Mesa, and Irvine, CA. As a branch-based advisor, you will play a pivotal role in delivering holistic financial planning and investment advice to high-net-worth individuals and families. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from wealth accumulation and preservation to legacy planning. This position offers the opportunity to build lasting client relationships in a collaborative environment, supported by our renowned research and investment teams. Your primary focus will be on understanding each client's unique goals, risk tolerance, and life circumstances to craft personalized strategies that align with J.P. Morgan's client-first philosophy. You will conduct in-depth consultations, analyze financial data, and recommend diversified investment portfolios, retirement plans, and tax-efficient solutions. Working closely with J.P. Morgan bankers and specialists, you will provide seamless access to a full suite of services, including lending, philanthropy advisory, and alternative investments. Success in this role requires a passion for financial advisory, the ability to thrive in a fast-paced branch setting, and a commitment to upholding the highest standards of integrity and compliance. In addition to competitive compensation, this role offers robust professional growth opportunities within one of the world's leading financial institutions. You will benefit from ongoing training, cutting-edge technology platforms, and a supportive culture that values innovation and excellence. If you are a licensed financial professional with a proven track record in wealth management and a desire to make a meaningful impact in the lives of affluent clients, we invite you to join J.P. Morgan Wealth Management and contribute to our mission of empowering clients to achieve their financial aspirations.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with clients in the Newport Beach, Costa Mesa, and Irvine areas through proactive outreach and branch-based consultations
• Conduct thorough financial needs assessments, including retirement planning, estate strategies, tax optimization, and risk management
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver integrated wealth solutions
• Monitor client portfolios, recommend adjustments based on market conditions, and ensure alignment with J.P. Morgan's investment philosophy
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan regulatory standards
• Prospect for new clients through networking, referrals, and community involvement in Orange County
• Prepare and deliver financial reports, performance reviews, and educational seminars to enhance client understanding
• Utilize J.P. Morgan's proprietary tools and research to create tailored investment strategies
• 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 63 and 65) 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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Newport Beach, Costa Mesa, or Irvine, CA
• Clean U4 and background check with no significant regulatory violations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with ultra-high-net-worth individuals or families in the Southern California market
• Bilingual proficiency in English and Spanish to serve diverse client bases in Orange County
• Prior experience with J.P. Morgan Chase systems or similar enterprise wealth management platforms
• Master's degree in finance or related field

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Tax and estate planning basics
• Data analysis and reporting
• Team collaboration
• Problem-solving and decision-making
• Time management and organization
• Ethical judgment in advisory roles
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Southern California area

JP Morgan Chase is an equal opportunity employer.