Community Private Client Advisor - Wealth & Planning Impact

Next Frontier Capital; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is seeking a Community Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance to individuals and families in the Los Angeles area.

You will build trusted relationships, help clients meet their financial goals, and represent Chase with integrity and community focus. In this role you will educate clients on available digital tools, cultivate a book of business through referrals, and collaborate with partners to

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven 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.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• FDIC Act: employment contingent on review of criminal history.

Responsibilities

• Host and participate in Community Events with your Community Manager.
• Champion and support teammates’ success and the goals of the bank; foster a culture of diversity and inclusion.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Exhibit unwavering integrity and do right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident.

Skills

Client relationships

Financial advisory experience

Relationship management

Goals-based planning

Financial coaching

Education

Series 7

Series 66 (63/65)

Life, Health and Long Term Care license

CFP certification preferred

Tools

CFP certification

Job description

J.P. Morgan Chase Wealth Management is seeking a Community Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance to individuals and families in the Los Angeles area.

You will build trusted relationships, help clients meet their financial goals, and represent Chase with integrity and community focus. In this role you will educate clients on available digital tools, cultivate a book of business through referrals, and collaborate with partners to