Private Client Wealth Advisor

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

Job summary

JPMorgan Chase & Co. in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and expand client referrals while representing Chase Wealth Management.

The role emphasizes integrity, a deep understanding of markets, and guiding clients through digital tools to manage their wealth securely and conveniently.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 required.
• Series 66 (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required 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 to clients with a focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that guides doing right by clients at every opportunity.
• Educate clients on technology and channels 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.

Skills

Client relationship management

Sales & prospecting

Financial advisory

Regulatory compliance

Industry knowledge

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and expand client referrals while representing Chase Wealth Management.

The role emphasizes integrity, a deep understanding of markets, and guiding clients through digital tools to manage their wealth securely and conveniently.