J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding Areas
$70.32kJP Morgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Gardena, CA and Surrounding Areas Gardena, CA, United States Job Information Job Identification 210700402 Job Category Advisors Business Unit Consumer & Community Banking Posting Date 09/08/2026, 06:05 PM Locations Gardena, CA, United States Job Schedule Full time Base Pay/Salary Gardena,CA $70,320.00 - $70,320.00 Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients’ needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor’s degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs ( for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader. #J-18808-Ljbffr JP Morgan Chase- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning...Private client
$131k - $184k
...6 Job Category Client Service Business... ..., Los Angeles, CA, 90064, US 10 S Dearborn... ...The JPMorgan Wealth Management (JPMWM) business... ...Management, J.P. Morgan Advisors, J.P. Morgan Self... ...lead our team of Private Client Investment... ...focusing on key areas such as recruitment...Private clientFull time- J.P. Morgan Chase in Gardena, CA is seeking a Private Client Advisor to deliver tailored investment solutions and financial planning for individuals and families... ...robust compensation package and a path to growth within Wealth Management. #J-18808-Ljbffr JP Morgan ChasePrivate client
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- ...J.P. Morgan Advisors in Los Angeles, CA is seeking a Client Associate to deliver personalized wealth management support to ultra-high net worth clients. You will work closely with Financial Advisors to provide tailored solutions and build lasting client relationships in...
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...Position Overview Bernstein Private Wealth Management is a premier... ...ultra-high-net-worth clients. As an industry leader... ...collaboration with Financial Advisors, help propel the... ...professional or in areas including Leadership,... ...#BernsteinPWM Los Angeles, California #J-18808-Ljbffr...Private clientFlexible hours- ...maintaining high-net-worth client relationships across... ...a unique opportunity to manage and maintain relationships... ...possibilities their wealth creates. You will be responsible... ...in the Los Angeles area and will report in the office... ...can be found at: #J-18808-Ljbffr JPMorgan Chase...Private clientTemporary workWork at officeLocal areaImmediate start
- JPMorganChase is seeking an experienced professional to manage high-net-worth client relationships across banking, lending, and investments... ...requirements. The candidate must be licensed or obtain licenses (Series 7 and 66) within 150 days. #J-18808-Ljbffr JP Morgan ChasePrivate client
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...Rockefeller Capital Management Rockefeller... ...36 billion in client assets as of... ...Rockefeller Private Office is core... ...– including wealth planners, tax advisors, estate attorneys... ..., and related areas. ~ Up-to-... ...Management L.P. (individually... ...required by law. #J-18808-Ljbffr...Work at officeLocal area$169.38k - $207.02k
...to large size high net worth client relationships. Builds a team... ...capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This... ...earlier due to high volume of applicants. #J-18808-Ljbffr...Temporary workWork experience placementLocal area- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service... ...and support Financial Advisor(s) and Private Wealth Advisor(s) teams on a... ...assist with daily tasks, manage calendars, process... ...communication are essential. #J-18808-Ljbffr Morgan...Private client
$114k - $140k
We are seeking a Manager of Client Services to join Bernstein's Private Wealth Management office in... ...of Wealth Advisors and their clients... ...engagement with teams in areas such as investment... ...AllianceBernstein L.P. (AB), provides... ...you not to reply. #J-18808-Ljbffr 105 AllianceBernstein...Private clientWork at office$60k - $80k
Personal Lines Account Manager - Hybrid/Remote - Hawthorne, CA 2 days ago Be among the first 2... ...brokerage in the South Bay area is growing its team by adding... ...and ensuring exceptional client satisfaction. The Perks:... ...Agencies and Brokerages #J-18808-Ljbffr Insurance ReliefRemote jobFull timeFlexible hours$25 - $45 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...Transparency details US - CA - Los Angeles - 2049... ...and the communities we serve. #J-18808-Ljbffr NBMBAAPrivate clientHourly paySeasonal workWork at officeWork from homeShift workDay shift$83.92k - $125.88k
....00 - $125,880.00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Mgmt. (Branch)... ...processes and workflow for the area or function. Integrates... ...Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events...Private clientFull timeWork at office$180k - $240k
...process. Tax & Wealth Strategist Tax... ...Professional Los Angeles, CA, US Salary... ...MAI Capital Management is a rapidly growing... ...work closely with advisors and clients to deliver thoughtful... ...‑advised funds, private foundations, and strategic... ...client goals. #J-18808-Ljbffr...Work at office- ...Chase & Co. in Los Angeles seeks a Relationship Manager in Consumer and Community Banking. You will manage high-net-worth client relationships across banking, lending, and... ...capabilities, while adhering to risk and regulatory requirements. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider... ...advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... ...: 37.5Pay Transparency detailsUS - CA - Los Angeles - 2049 Century Park E...Private clientHourly paySeasonal workWork at officeWork from homeShift workDay shift$100k
...values every day: Integrity, Client Focus, Diverse Perspectives... ...ones “I can succeed as a Private Wealth Advisor at Capital Group.” As a... ...expertise, and investment management. Our support structure is ideally... ...with expertise in such areas as accounting, taxation,...Private clientFull timeTemporary workLocal areaFlexible hours- ...professionals and clients. As a participant... ...Asset & Wealth Management (AWM) offers students... ...Management includes Private Wealth Management,... ...financial goals. Our advisor-led businesses provide... ...Associate Areas of the Firm Asset... ...offer.. Learn More #J-18808-Ljbffr...Full timeApprenticeshipWork at office
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...priority. With a wealth of learning... ...find new areas of inspiration... ...a Director, Private Equity IT M&A... ...Responsibilities:Manage a high-volume... ...Equity clients, assessing platform... ...as a trusted advisor ontechnology... ...H-1B1, F-1, J-1, OPT, CPT or... ...outside of CA: California...Private clientH1bLocal area$141k - $290k
...talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager... ...Jersey, and New York Metropolitan areas. Actual compensation will be based... ...role. This role is Employee Referral Program eligible. #J-18808-Ljbffr...Private clientImmediate startFlexible hours$114.29k - $268.53k
...priority. With a wealth of learning and... ...find new areas of inspiration... ...currently seeking a Manager, M&A IT Due Diligence... ...for Private Equity clients, assessing platform... ...trusted technology advisor throughout the... ...3, H-1B1, F-1, J-1, OPT, CPT or... ...outside of CA: California Salary...Private clientH1bLocal area$169.38k - $207.02k
...growth of medium to large size high net worth client relationships. Builds a team of Banking,... ...expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...Full timeWork experience placementLocal area$122.54k - $208.72k
SENIOR PRODUCT MANAGER - WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY... ..., aligning with client needs and market trends... ...growth. Will support the Private Bank Wealth Management... ...data to identify areas for improvement and optimization... ...an essential function of the job.#LI-MA#CA-MARemote work$115k - $160k
...within our employees and clients. Our Wealth Management team represents an... ...Merrill’s Financial Advisors and Wealth Management... ...Description Merrill Private Wealth Division provides... ...details US - CA - Los Angeles - 2049... ...communities we serve. #J-18808-Ljbffr NBMBAAWork experience placementPrivate practiceWork at officeWork from homeShift workDay shift$172k - $227k
...Director within BPM's Private Client Services (PCS)... ...serve as a strategic advisor to high-net-worth... ...and growing wealth for future generations... ...industries. ~ Able to manage multiple complex... ...San Francisco Bay Area who meet the... ...*************** #J-18808-Ljbffr...Private clientSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours
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