J.P. Morgan Wealth Management – Private Client Advisor - San Clemente, San Juan Capistrano, and Laguna Beach, CA

Location: San Clemente, 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 team in San Clemente, CA, with responsibilities extending to clients in San Juan Capistrano and Laguna Beach. As a Private Client Advisor, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to tax-efficient planning, all while fostering long-term relationships in this vibrant Southern California market. Your role will involve proactive client engagement, including in-person consultations at our state-of-the-art branches, where you will assess needs, recommend diversified portfolios, and integrate J.P. Morgan's suite of products such as Chase banking services and advanced investment options. You will collaborate with cross-functional teams to provide seamless advice on retirement, estate planning, and philanthropy, ensuring every recommendation aligns with J.P. Morgan's commitment to excellence and client-centric innovation. Success in this position requires a passion for financial advisory and the ability to thrive in a dynamic, goal-oriented environment. J.P. Morgan Wealth Management is renowned for its client-first approach and industry-leading tools, offering you the opportunity to grow your career while making a meaningful impact. If you are a licensed professional with a proven ability to build trust and drive results, join us to empower clients in achieving their financial aspirations in one of California's most desirable coastal communities.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the San Clemente, San Juan Capistrano, and Laguna Beach areas
• Develop and implement comprehensive wealth management strategies, including portfolio construction, retirement planning, and estate planning
• Prospect, acquire, and retain clients through branch-based networking, referrals, and community engagement
• Conduct client meetings to assess financial goals, risk tolerance, and needs, delivering tailored recommendations
• Collaborate with J.P. Morgan teams, including investment specialists and bankers, to offer holistic solutions
• Ensure compliance with SEC, FINRA, and internal J.P. Morgan policies in all advisory activities
• Monitor client portfolios and market conditions to adjust strategies and communicate updates proactively
• Drive business growth by identifying cross-selling opportunities for J.P. Morgan banking and lending products
• Maintain accurate records in J.P. Morgan's CRM systems and prepare reports on client interactions and performance
• Educate clients on J.P. Morgan's investment products, such as mutual funds, ETFs, and alternative investments

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 services, wealth management, or client advisory roles
• 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 serving clients in San Clemente, San Juan Capistrano, and Laguna Beach, CA
• Clean U4 and background check with no disqualifying disclosures

Preferred Qualifications

• Certified Financial Planner (CFP) designation or equivalent
• Experience with J.P. Morgan Chase's wealth management platforms and tools
• Bilingual proficiency in Spanish, given the diverse client base in Southern California
• Advanced degree such as an MBA in finance
• Prior success in generating new business and achieving sales targets in wealth management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Regulatory knowledge (SEC, FINRA rules)
• Sales and business development
• Risk assessment and management
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• Data analysis using Excel and CRM tools
• Ethical judgment and integrity
• Adaptability to market changes

Benefits

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

JP Morgan Chase is an equal opportunity employer.