Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase; Los Angeles (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

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

The role emphasizes relationship-building, client acquisition, and coordination with partners to provide tailored solutions. You will work within Chase Wealth Management, supporting clients as they grow and protect wealth, using digital tools and a client-centric approach.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• Federal Deposit Insurance Act: This position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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 with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

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

The role emphasizes relationship-building, client acquisition, and coordination with partners to provide tailored solutions. You will work within Chase Wealth Management, supporting clients as they grow and protect wealth, using digital tools and a client-centric approach.