Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Los Angeles is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships, provide advised solutions, and collaborate with partners to deepen client engagement across digital platforms. The role emphasizes relationship management, a client-centric approach to wealth advisory, and ongoing education for clients on digital tools and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advice.

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 to your clients focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity with clients at every opportunity
• Educate clients on technology and channels to monitor and manage their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank how they want

Skills

Series 7

Series 66

Life/Health/LTC license

Client acquisition

Relationship management

Financial planning

Education

Bachelor's degree

CFP® (preferred)

Job description

J.P. Morgan Chase in Los Angeles is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships, provide advised solutions, and collaborate with partners to deepen client engagement across digital platforms. The role emphasizes relationship management, a client-centric approach to wealth advisory, and ongoing education for clients on digital tools and