Private Client Advisor: Grow Wealth Through Trusted Relationships

JPMorgan Chase & Co.; Torrance (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Torrance, CA seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and protect wealth through personalized solutions and trusted advice.

You will rely on relationship-building, market insight, and digital tools to deepen partnerships, delivering an exceptional investor experience while upholding the bank’s standards and diversity commitment.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and maintain relationships with partners.
• Strong planning and advisory approach focused on goals-based strategies.
• Active Series 7 license and Series 66 (63/65) or must obtain within 60 days of start.
• Active Life, Health and Long-Term Care licenses or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgement.
• Prioritize client needs over product and maintain integrity.
• Educate clients on technology to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Support digital channels to enable remote banking.

Skills

Relationship building

Investments advisory

Financial planning

Communication

Sales growth

Education

Bachelor’s degree preferred

CFP certification

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Torrance, CA seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and protect wealth through personalized solutions and trusted advice.

You will rely on relationship-building, market insight, and digital tools to deepen partnerships, delivering an exceptional investor experience while upholding the bank’s standards and diversity commitment.