Wealth Advisor: Holistic, Client-First Guidance

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Los Angeles. Candidates should have at least 2 years of financial advisory experience, a valid Series 7 and other required licenses. Responsibilities include building client relationships, delivering personalized investment solutions, and supporting digital confidence. The role emphasizes client education and a commitment to diversity and inclusion. A bachelor's degree and CFP certification are preferred.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and diversity goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for monitoring investments.

Skills

Client acquisition

Cultivating relationships

Financial coaching

Understanding financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Los Angeles. Candidates should have at least 2 years of financial advisory experience, a valid Series 7 and other required licenses. Responsibilities include building client relationships, delivering personalized investment solutions, and supporting digital confidence. The role emphasizes client education and a commitment to diversity and inclusion. A bachelor's degree and CFP certification are preferred.