Private Wealth Advisor: Relationship-Driven Planning

JPMorganChase; Los Angeles (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role involves building client relationships, offering personalized services, and demonstrating a deep understanding of financial markets. Successful candidates will possess a Series 7 license and have at least 2 years of financial advisory experience. A competitive reward package, including health benefits and growth opportunities, is available for qualified applicants.

Qualifications

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates’ success.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate sound business judgement regarding financial markets.

Skills

Client acquisition

Relationship management

Financial market knowledge

Digital literacy

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role involves building client relationships, offering personalized services, and demonstrating a deep understanding of financial markets. Successful candidates will possess a Series 7 license and have at least 2 years of financial advisory experience. A competitive reward package, including health benefits and growth opportunities, is available for qualified applicants.