Private Client Advisor - Wealth Planning & Digital

JPMorgan Chase & Co. in Newport Beach seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families.

You will help clients save, invest, and plan for their financial futures with a holistic, advisory approach and access to Chase referrals and digital tools. Qualified candidates bring 2+ years in a financial advisory role, active Series 7 and Series 66 licenses or ability to obtain within 60 days, and