Community Wealth Advisor - Local Impact & Planning

Fairygodboss

Los Angeles (CA)

On-site

USD 90,000 - 140,000

Full time

9 days ago

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Benefits offered by this job

Health benefits

Retirement plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Los Angeles seeks a Community Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build a client-centric book of business, partner with teams, and educate clients on digital tools to monitor and manage their investments.

The role emphasizes integrity, community focus, and inclusive client service, with opportunities for growth within a leading financial institution.

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Ability to acquire and maintain client relationships with partners.
Commitment to goals-based planning and advice.
Provide holistic view of clients' needs beyond investments.

Responsibilities

Host and participate in Community Events with the Community Manager; engage with local groups and events.
Support teammates' success and promote diversity and inclusion.
Build a book of business; deliver personalized investment solutions based on client relationships.
Demonstrate integrity and ethical behavior in all client interactions.
Educate clients on technology and channels to monitor and manage investments.
Provide a holistic view of client needs and financial coaching beyond investments.
Leverage digital tools to help clients be digitally confident and bank when, where, and how they want.