Private Client Advisor: Wealth Planning & Digital Guidance

JPMorganChase; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorganChase in Los Angeles seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building long-term relationships and offering advised solutions.

You will leverage knowledge of markets, regulatory requirements, and digital tools to provide an exceptional investor experience, while meeting regulatory and licensing standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that guides client interactions and decisions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Bachelor's degree preferred

Job description

JPMorganChase in Los Angeles seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building long-term relationships and offering advised solutions.

You will leverage knowledge of markets, regulatory requirements, and digital tools to provide an exceptional investor experience, while meeting regulatory and licensing standards.