J.P. Morgan Wealth Management - Private Client Advisor - Orange, CA (Katella)

Location: Orange, 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 branch in Orange, CA (Katella). In this role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice to help them achieve their long-term financial goals. As a branch-based advisor, you will leverage J.P. Morgan's extensive resources, including access to world-class investment research and a network of specialists, to deliver personalized wealth management solutions. This position is ideal for professionals passionate about building meaningful client relationships and driving impactful financial outcomes in a dynamic, client-centric environment. Your primary focus will be on understanding clients' unique needs, from retirement planning and education funding to estate strategies and investment diversification. You will conduct in-depth consultations, analyze financial situations, and recommend tailored investment portfolios using J.P. Morgan's proprietary tools and platforms. By fostering trust through proactive communication and exceptional service, you will grow your client base through referrals and community engagement in the Orange area, contributing to J.P. Morgan's reputation as a leader in wealth management. Success in this role requires a blend of technical expertise and interpersonal skills, with a commitment to ethical practices and regulatory adherence. You will collaborate with cross-functional teams to provide holistic advice, including integration with J.P. Morgan's banking and lending services. Join us to empower clients' financial futures while advancing your career in one of the world's most prestigious financial institutions.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Prospect, acquire, and retain high-value clients through branch-based networking and referrals
• Conduct regular client reviews and portfolio assessments to ensure alignment with financial objectives
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Ensure compliance with SEC, FINRA, and internal J.P. Morgan policies in all advisory activities
• Educate clients on market trends, tax implications, and retirement planning using J.P. Morgan resources
• Build long-term relationships by delivering exceptional service and proactive financial guidance
• Participate in community events in Orange, CA to enhance J.P. Morgan's local presence
• Maintain accurate records of client interactions and transactions in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Orange, CA
• Clean U4 and background check

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience with high-net-worth individuals and families
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Advanced degree such as MBA in finance
• Bilingual skills, particularly Spanish, to serve diverse clients in Orange, CA

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Emotional intelligence and empathy
• Time management and organization
• Problem-solving and decision-making
• Negotiation and advisory counseling
• Data analysis for client reporting
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and holidays
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan
• Wellness programs, including gym memberships and mental health support
• Family benefits such as parental leave and childcare assistance

JP Morgan Chase is an equal opportunity employer.