Job Description
If you believe investment guidance should feel like a personal relationship with a trusted partner and you want top tier technology and support to help you deliver that experience, this role is a strong fit. As a Personal Advisor within J.P. Morgan Wealth Management’s National Branch Personal Advising group, you will collaborate with clients to develop customized financial plans aligned to their goals. You will meet clients mainly through scheduled appointments via video or phone, build a tailored financial plan for each client, and connect clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide timely advice to existing clients as priorities shift, helping them navigate changes in their finances and their lives. Personal Advisors operate full time in an office environment to serve a full book of clients. Location: Irvine, CA 92614.
What you'll do
- Apply knowledge of investments, wealth planning, credit, and banking concepts to help clients reach their financial goals
- Convert high quality leads into new clients and maintain those relationships
- Adopt a solution oriented mindset to pursue the best possible outcomes for all clients
- Ensure that proposed solutions meet clients' short, medium, and long term needs through holistic goals based planning
- Demonstrate strong organizational skills and maintain a disciplined approach throughout the day
- Educate clients about the digital products available to help monitor, maintain, and achieve their financial goals
Required qualifications, capabilities, and skills
- Active Series 7 license
- Active Series 66 (63/65) license or ability to obtain within 60 days of starting in the role as a condition of employment
- This role requires licensing in all states
Preferred qualifications, capabilities, and skills
- At least 3 years of relevant financial services or brokerage experience, with emphasis on financial planning
- Bachelor’s degree preferred
- CFP preferred
Federal Deposit Insurance Act
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. Consequently, an employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Compensation and Benefits
We offer a competitive total rewards package that includes base salary determined by the role, experience, skill set, and location. Eligible roles may also include commission-based pay and/or discretionary incentive compensation, paid in cash or forfeitable equity, based on individual achievements and contributions. In addition, a comprehensive suite of benefits is available to eligible employees, alongside programs designed to support work-life balance. Details on total compensation and benefits will be provided during the hiring process.
- Comprehensive health care coverage
- On site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Additional programs to meet employee needs
About Us
JPMorgan Chase & Co. is a storied financial institution offering innovative solutions to millions of consumers, small businesses, and a wide range of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning more than two centuries, we are a leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. We provide equal opportunity employment and value diversity and inclusion, without discrimination based on protected characteristics. We also offer reasonable accommodations for religious practices, mental health, or disability needs. Additional information about accommodations is available during the hiring process.
About the Team
J.P. Morgan's Global Banking business stands as one of the world’s largest wholesale banking client franchises. We serve a diverse client base that includes corporations, governments, states, municipalities, healthcare organizations, educational institutions, banks, and investors. Commercial Banking services cover credit and financing, treasury and payment services, international banking, and real estate services for clients such as corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.