J.P. Morgan Wealth Management – Private Client Advisor - Irvine, Mission Viejo, CA and Surrounding Areas

What you’d do

Provide personalized investment solutions and financial coaching to clients in Irvine and surrounding areas, focusing on relationship management and digital tools. Full-time role requiring client acquisition and financial advisory skills. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• At least 2 years in a Financial Advisor role or equivalent
• Success in client acquisition and relationship management
• Commitment to goals-based planning and advice
• Valid and active Series 7 license