Private Client Advisor: Wealth Planning & Digital

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will interact with clients to deliver advised solutions and referrals, while representing our brand with integrity and client focus. In this role you will build a book of business, develop investment solutions, apply goals-based planning, and educate clients on digital tools to monitor and manage their

Qualifications

• 2+ years in a Financial Advisor role or equivalent.
• Proven client acquisition and relationship-building track record.
• Commitment to goals-based planning and advisory services.
• Valid Series 7 license.
• Valid Series 66 (63/65) or obtain within 60 days of start.
• Valid Life, Health and Long-Term Care insurance license or obtain within 60 days.
• Compliance with regulatory review under the Federal Deposit Insurance Act.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and relationship-building skills with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Operate with integrity and prioritize client interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital tools to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Financial planning

Series 7

Series 66

Life/Health/LTC licenses

Compliance

Education

CFP certification (preferred)

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. in Los Angeles is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will interact with clients to deliver advised solutions and referrals, while representing our brand with integrity and client focus. In this role you will build a book of business, develop investment solutions, apply goals-based planning, and educate clients on digital tools to monitor and manage their