Private Client Advisor: Relationship-Driven Wealth Solutions

JPMorganChase; Los Angeles (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Diversity and inclusion initiatives

Equal Opportunity Employer

Reasonable accommodations for disabilities

Job summary

JPMorganChase in Los Angeles is seeking a Financial Advisor to help provide personalized investment solutions to clients. The ideal candidate will have at least 2 years of financial services experience, focusing on relationship management and a strong understanding of financial markets.

The role emphasizes fostering team success and a commitment to diversity and inclusion. A valid Series 7 license is required, along with a willingness to obtain Series 66 and insurance licenses within a specified timeframe.

Qualifications

• Minimum 2 years of experience in a Financial Advisor role.
• Must have a valid Series 7 license.
• Commitment to goals-based planning and advice is essential.

Responsibilities

• Build and manage a book of business with personalized investment solutions.
• Educate clients on digital tools for financial management.
• Champion diversity and foster team success.

Skills

Relationship management

Client acquisition

Financial coaching

Education

Bachelor’s degree

Tools

Financial regulations

Investment products knowledge

Job description

JPMorganChase in Los Angeles is seeking a Financial Advisor to help provide personalized investment solutions to clients. The ideal candidate will have at least 2 years of financial services experience, focusing on relationship management and a strong understanding of financial markets.

The role emphasizes fostering team success and a commitment to diversity and inclusion. A valid Series 7 license is required, along with a willingness to obtain Series 66 and insurance licenses within a specified timeframe.