Community Private Wealth Advisor

JPMorganChase; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorganChase in Los Angeles is seeking a Community Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, uplift the local community, and provide solutions through Chase referrals and personalized guidance.

The role emphasizes integrity, client education on digital tools, and a holistic view of clients' needs beyond investments, with a focus on growing a trusted advisory business in Wealth Management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven client acquisition and relationship management capabilities.
• Strong ability to translate client needs into holistic financial plans.
• Familiarity with financial health education and community engagement.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Educate clients on technology and channels to monitor investments.
• Collaborate with partners to deepen client relationships and referrals.
• Act with integrity and uphold fiduciary responsibilities.

Skills

Client relationship management

Business development

Financial markets knowledge

Leadership

Communication skills

Education

Bachelor's degree (preferred)

Job description

JPMorganChase in Los Angeles is seeking a Community Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, uplift the local community, and provide solutions through Chase referrals and personalized guidance.

The role emphasizes integrity, client education on digital tools, and a holistic view of clients' needs beyond investments, with a focus on growing a trusted advisory business in Wealth Management.