Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 110,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and protect wealth using a broad platform while delivering an exceptional investor experience.

You will build deep client relationships, collaborate with partners, and educate clients on digital tools to monitor and manage their investments, adhering to fiduciary standards and firm policies.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and financial advice.

Responsibilities

• Champion and support teammates' success; foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on digital tools 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 anytime, anywhere.

Skills

Relationship building

Client acquisition

Financial planning

Investment knowledge

Regulatory compliance

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Los Angeles is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and protect wealth using a broad platform while delivering an exceptional investor experience.

You will build deep client relationships, collaborate with partners, and educate clients on digital tools to monitor and manage their investments, adhering to fiduciary standards and firm policies.