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 ...
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 ...
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About Northwestern Mutual Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to ...
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Associate Wealth Advisor
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J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)
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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 ...
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)
Hemet, CA · On-site
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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 ...
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)
Hemet, CA · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)
Hemet, CA · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)
Hemet, CA · On-site
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 ...
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)
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Cross sell and refer bank products such as (depository products, wealth management, mortgage) that ... Flexibility to work on weekends when needed Applicants must have legal authorization to work in the ...
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Irvine, CA · On-site
$20/hr
Cross sell and refer bank products such as (depository products, wealth management, mortgage) that ... Flexibility to work on weekends when needed Applicants must have legal authorization to work in the ...
Associate Banker
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Associate Banker
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Associate Banker
Irvine, CA · On-site
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In-Store Associate Banker
Rancho Cucamonga, CA · On-site
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Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
U.S. Private Bank - AWM Program Analyst
Irvine, CA · On-site
$100K - $110K/yr
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
U.S. Private Bank - AWM Program Analyst
Irvine, CA · On-site
$100K - $110K/yr
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Associate Advisor - Glendora, CA
Glendora, CA · On-site
$70K - $95K/yr
Vosberg Wealth Management Location: Glendora, CA About Us: Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals ...
Associate Advisor - Glendora, CA
Glendora, CA · On-site
$70K - $95K/yr
Vosberg Wealth Management Location: Glendora, CA About Us: Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals ...
Private Banker
Irvine, CA · On-site
$160K - $250K/yr
This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative ...
Private Banker
Irvine, CA · On-site
$160K - $250K/yr
This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative ...
Financial Advisor
Irvine, CA · Remote
$100K - $300K/yr
You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer:
Quick apply
Financial Advisor
Irvine, CA · Remote
$100K - $300K/yr
You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer:
Weekend Wealth Management information
What is the difference between Weekend Wealth Management vs Financial Advisor?
| Aspect | Weekend Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA often preferred | CFP, CFA, or similar certifications |
| Work Environment | Part-time, weekend-focused | Full-time, office or client-based |
| Industry Usage | Financial services, wealth management firms | Financial services, investment firms, banks |
| Primary Focus | Managing client investments on weekends | Comprehensive financial planning and investment advice |
Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.
How many hours a week do you work in weekend wealth management?
What are the most commonly searched types of Wealth Management jobs in Riverside, CA?
The most popular types of Wealth Management jobs in Riverside, CA are:
What are popular job titles related to Weekend Wealth Management jobs in Riverside, CA?
For Weekend Wealth Management jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Weekend Wealth Management jobs in Riverside, CA look for?
The top searched job categories for Weekend Wealth Management jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Weekend Wealth Management jobs?
Cities near Riverside, CA with the most Weekend Wealth Management job openings:

J.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CA
Orange, CA • On-site
Full-time
Medical, Retirement
Re-posted 13 days ago
JPMorgan Chase & Co. rating
7.9
Based on 500 frontline employees who took The Breakroom Quiz
Job description
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.
- 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
- 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
- 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.
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.
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
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.
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US