Private Client Wealth Advisor: Planning & Relationships

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, CA, to deliver comprehensive financial planning and advice to individuals and families, enhancing their investment experiences. Candidates should have proven success in client acquisition, strong financial market understanding, and must hold valid licenses including Series 7 and Series 66.

The position emphasizes a culture of diversity and a commitment to exceptional customer service, making it essential to focus on relationship management and client needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating client relationships.
• Valid and active licenses including Series 7 and Series 66.

Responsibilities

• Champion teammates’ success while fostering a culture of diversity.
• Build unique book of business delivering personalized investment solutions.
• Educate clients on technology for better investment management.

Skills

Client acquisition

Financial market understanding

Client relationship management

Educational skills for clients

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, CA, to deliver comprehensive financial planning and advice to individuals and families, enhancing their investment experiences. Candidates should have proven success in client acquisition, strong financial market understanding, and must hold valid licenses including Series 7 and Series 66.

The position emphasizes a culture of diversity and a commitment to exceptional customer service, making it essential to focus on relationship management and client needs.