Private Wealth Advisor - Client Growth & Holistic Planning

Fairygodboss; Los Angeles (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor for Chase Wealth Management in Los Angeles.

You will deliver comprehensive financial planning and investment advice to individuals and families, leveraging client relationships, digital tools, and referrals to grow a high‑quality book of clients. The role requires at least 2 years in financial advisory, Series 7/66 licenses (or to obtain within 60 days), and a focus on fiduciary client service, ethical standards, and corporate values.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Strong emphasis on goals-based planning and comprehensive financial advice.
• Active Series 7 and Series 66 licenses or they must be obtained within 60 days of starting.

Responsibilities

• Build and manage a book of business with customized investment solutions.
• Provide comprehensive financial planning and advised solutions for clients.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain the highest integrity and fiduciary responsibility to clients.

Skills

Client relationships

Goals-based planning

Series 7

Series 66

Life Insurance license

Financial advisor experience

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor for Chase Wealth Management in Los Angeles.

You will deliver comprehensive financial planning and investment advice to individuals and families, leveraging client relationships, digital tools, and referrals to grow a high‑quality book of clients. The role requires at least 2 years in financial advisory, Series 7/66 licenses (or to obtain within 60 days), and a focus on fiduciary client service, ethical standards, and corporate values.