Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor: Wealth Management & Planning

JPMorgan Chase & Co.

JPMorgan Chase & Co. in California invites an experienced Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships and offer tailored solutions through our Chase Wealth Management platform. The role emphasizes integrity, market knowledge, and leveraging digital tools to enhance the client experience. A minimum of 2 years in financial services with active Series 7/66 and appropriate licenses #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor: Wealth Management & Planning in Seal Beach, CA vacancy
  • 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 will... 
    Private client

    Aumni

    Westminster, CA
    4 days ago
  • $68.64k

    J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas Long Beach, CA, United States and 2...  ...Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... 
    Private client
    Full time

    Aumni

    Buena Park, CA
    3 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...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.... 
    Private client

    JPMorgan Chase & Co.

    Seal Beach, CA
    a month ago
  • $83.92k - $125.88k

     ...0 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch...  ...segment with financial planning and excellent discovery and...  ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events... 
    Private client
    Full time
    Work at office

    Citigroup

    Cerritos, CA
    1 day ago
  • $83.92k - $125.88k

     ...20.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional...  ...Worth segment with financial planning and excellent discovery and...  ...Consultants and Financial Advisor, Small Business Partners,... 
    Private client
    Full time
    Work at office

    Citigroup

    Fountain Valley, CA
    4 days ago
  • $200k - $260k

     ...Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA...  ...a leading wealth management company with a...  ...to take on clients and grow. You define...  ...creating financial plans that speak to the...  ...Deliver family office/private client/integrated... 
    Private client
    Full time
    Immediate start

    Mission Wealth Management Lp

    Newport Beach, CA
    5 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...needs. As a Private Client Investment Associate...  ...in J.P. Morgan Wealth Management, you will provide client...  ...support to Private Client Advisors within Wealth...  ...with ongoing wealth planning for clients and referral... 
    Private client

    JPMorgan Chase & Co.

    Huntington Beach, CA
    6 days ago
  • A leading financial services firm is seeking a Private Client Advisor in Westminster, CA. This role requires at least 2 years in financial advisory and a strong commitment to client relationships. Advisors will offer personalized solutions while promoting diversity and... 
    Private client

    JPMorgan Chase & Co.

    Westminster, CA
    2 days ago
  • $150k - $190k

     ...to doing what’s right for our clients.At CIBC, we embrace your...  ....comWhat you'll be doingAs a Private Wealth Business Development Officer...  ...work closely with Relationship Managers, Investment and Wealth Specialists...  ...’s incentive compensation plan, which also may include a discretionary... 
    Private client
    Full time
    Remote work

    CIBC Bank

    Newport Beach, CA
    3 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...needs. As a Private Client Investment Associate...  ...in J.P. Morgan Wealth Management, you will provide client...  ...support to Private Client Advisors within Wealth...  ...with ongoing wealth planning for clients and referral... 
    Private client

    Next Frontier Capital

    Huntington Beach, CA
    3 days ago
  • An established and growing wealth planning firm in Cypress, Texas, is seeking...  ...an Associate/Service Wealth Advisor for a great opportunity for...  ...for customer relationship management and account servicing. This...  ...in handling the day-to-day client management on behalf of the... 

    Kestra Financial Independent Advisor

    Cypress, CA
    6 days ago
  • $250k

     ...StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, MarketCompany:...  ...at establishing, growing and managing investment relationships with ultra-high...  ...traditional and alternative investments with wealth planning and private banking services to... 
    Private client
    Full time
    Local area

    Citigroup

    Costa Mesa, CA
    3 days ago
  • A leading wealth management firm in Newport Beach is seeking an experienced Wealth Advisor to enhance client relationships and drive business growth. Responsibilities include identifying and acquiring high-net-worth clients, providing tailored wealth solutions, and conducting... 

    Corient

    Newport Beach, CA
    3 days ago
  •  ...notch administrator to join their Newport Beach office. Position provides administrative support to managing attorneys, office, as well as ultra-high-net-worth clients and affiliated family office entities. Ideal candidates will have prior experience in executive... 
    Private client
    Work at office

    Baseil Associates Inc.

    Newport Beach, CA
    5 days ago
  •  ...Description Job Description Wealth Advisor / Future Equity...  ...Investment Advisor managing approximately $600 million...  ...culture focused on client outcomes, innovation,...  ...many consolidators and private-equity-backed...  ...professionals Advanced planning support Proprietary... 
    Work at office

    MRISpokane

    Newport Beach, CA
    25 days ago
  • Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses...  ...relationships with high-net-worth clients and delivering holistic wealth planning solutions. You will work with Lead Advisors... 
    Full time

    Mission Wealth Management Lp

    Newport Beach, CA
    5 days ago
  • $105.38k - $215.38k

     ...families, and their advisors? Do you bring...  ...tax compliance and planning, including complex...  ...gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within...  ...needed.Build strong client relationships through...  ...worth individuals or private clients.Strong client... 
    Private client
    Work at office
    Local area

    Deloitte

    Costa Mesa, CA
    5 days ago
  •  ...advisory services to a range of clients, including high-net-worth...  ...relied on Beacon Pointe's Wealth Advisors to help determine investment...  ...guidelines, screen investment managers for selection, evaluate fund...  ...develop strategic financial plans through our proprietary... 

    Beacon Pointe

    Newport Beach, CA
    4 days ago
  • Mercer Advisors is seeking an Estate Planning Director (attorney) to lead advanced planning efforts for high net worth clients within our Wealth Solutions team. The role combines strategic estate planning with collaboration across wealth advisors and tax specialists, working... 
    Remote job

    Merceradvisors

    Newport Beach, CA
    5 days ago
  •  ...additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled...  .... We are committed to helping a diverse global client base—including mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments... 
    Full time
    Apprenticeship
    Summer work
    Summer internship
    Work at office

    Goldman Sachs Group, Inc.

    Newport Beach, CA
    1 day ago
  • J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist in wealth planning, lead generation, and ongoing client servicing to meet financial... 
    Private client

    Next Frontier Capital

    Huntington Beach, CA
    3 days ago
  •  ...to preserve their wealth for future generations...  ...team of wealth advisors has knowledge and...  ...offerings including planning, investing, lending and money management disciplines. Our...  ...a differentiated client experience. If you...  ...financial services, private banking, or wealth... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Services LLC

    Newport Beach, CA
    3 days ago
  • $171.6k - $338.3k

     ...Transactions team helps guide clients through their most...  ...strategic buyers and private equity investors And succeeding...  ...apply to this Senior Manager role today! Recruiting...  ..., integration planning, divestiture planning,...  ...clients include asset, wealth, and investment advisers... 
    Private client
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    3 days ago
  • J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in the United States. You will provide...  ...administrative assistance to Private Client Advisors, helping with account openings, trades, and wealth planning tasks. The role emphasizes... 
    Private client

    JPMorgan Chase & Co.

    Huntington Beach, CA
    6 days ago
  •  ...seeking a Part-Time Bookkeeper (20 hours per week) to ensure accurate financial records for high-net-worth private clients. You will assist the Account Manager in overseeing client finances. The role requires 2+ years bookkeeping experience, familiarity with or openness... 
    Private client
    Part time

    Epic-Insurance-Brokers-

    Newport Beach, CA
    3 days ago
  • PIMCO invites rising undergraduates to apply for the 2026 Summer Internship - Global Wealth Management Private Client Group, Account Analyst. Locations include Newport Beach, Austin, or New York. You will support Account Managers on client projects, research market trends... 
    Private client
    Full time
    Summer work
    Summer internship

    PIMCO

    Newport Beach, CA
    3 days ago
  • $220k - $300k

     ...with extraordinary clients spanning every...  ...colleagues and trusted advisors. We equip you with...  ...a member of the Private Client Services practice...  ...with clients to manage expectations,...  ...-wide initiatives.Plan, execute, direct,...  ...legislative changes, wealth transfer... 
    Private client
    Full time
    Work experience placement
    Private practice
    H1b
    Work at office
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    3 days ago
  •  ...customer base through strong client and designer relationships. Essential...  ...leads in the public and private sectors, researches...  ...prioritizes with the Region and Area Manager(s), Estimating, and Marketing...  ...in the strategic business planning Knows market trends; uses research... 
    Private client
    For contractors
    For subcontractor
    Local area
    Flexible hours

    Talantir

    Long Beach, CA
    5 days ago
  • $33.45 - $40.47 per hour

     ...you will serve as a trusted advisor, empowering customers to achieve...  ...providing expert tax advice, planning services, and software...  ...key role in growing TurboTax’s client base within the local community...  ...environment independently while managing multiple priorities. \n... 
    Local area

    Intuit

    Long Beach, CA
    19 days ago
  • $115k - $135k

     ...positively impact our clients and people. Talented and...  ...Advisory, and Business Management services to our clients, which include private and public companies, high...  ...acting as a trusted advisor to client stakeholders....  ...roadmaps, and implementation plans that influence... 
    Private client
    Full time
    Work at office
    Remote work

    Holthouse Carlin & Van Trigt

    Long Beach, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor: Wealth Management & Planning. Be the first to apply!