J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

What you’d do

Advise clients on investments, wealth planning, credit, and banking to help achieve financial goals. Convert leads into clients, maintain relationships, and educate clients on digital products. Full-time role requiring licenses. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license or ability to obtain within 60 days
• Licensed in all states
• Experience in investments, wealth planning, credit, and banking
• Full-time schedule