Wealth Advisor: Holistic Planning & Client Growth

Testing Site - JPMC; Los Angeles (CA); On-site; USD 90,000 - 170,000; Full time

Job summary

JPMorgan Chase in Los Angeles is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will help clients grow and protect wealth, leveraging the bank's digital tools to monitor investments and stay in touch with clients.

The role emphasizes relationship building, collaboration with partners, and a commitment to integrity and excellent service in a dynamic wealth management environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Active Series 7 license required.
• Active Series 66 license required or to be obtained within 60 days of start.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold high integrity and client-centric service.
• Educate clients on digital channels and investment monitoring tools.
• Provide a holistic view of clients’ needs beyond investments.
• Partner with JPMorgan Chase colleagues to deepen client relationships.

Skills

Client relationship

Sales experience

Goal-based planning

Strong communication

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase in Los Angeles is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will help clients grow and protect wealth, leveraging the bank's digital tools to monitor investments and stay in touch with clients.

The role emphasizes relationship building, collaboration with partners, and a commitment to integrity and excellent service in a dynamic wealth management environment.