Community Private Client Advisor - Holistic Wealth & Impact

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles is seeking a Community Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to individuals and families.

You will build a book of business, rely on leadership and relationship-building skills, and deliver an exceptional investor experience while educating clients on digital channels and tools. With a focus on community engagement and collaboration with partners, you will help clients monitor and manage their

Qualifications

• 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.
• Demonstrated ability to provide holistic view of clients’ needs and financial coaching beyond investments and to share financial health education with community.
• 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
• 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.]
• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree preferred

Responsibilities

• Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager.
• Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex. Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement)
• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion
• 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 by demonstrating 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

Skills

Relationship building

Financial planning

Client advisory

Communication

Education

Series 7

Series 66

Life, Health and LTC license

CFP certification preferred

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in Los Angeles is seeking a Community Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to individuals and families.

You will build a book of business, rely on leadership and relationship-building skills, and deliver an exceptional investor experience while educating clients on digital channels and tools. With a focus on community engagement and collaboration with partners, you will help clients monitor and manage their