Wealth Advisor: Private Client & Family Planner

Next Frontier Capital; Los Angeles (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build strong client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes relationship management, deep knowledge of markets, integrity, and educating clients on digital channels to monitor and manage investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• This position is subject to Section 19 of the Federal Deposit Insurance Act; employment offer contingent on review of conviction history.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm’s clients through leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that supports doing right by clients.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor's degree (preferred)

Tools

Series 7

Series 66 (63/65)

Life, Health and LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build strong client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes relationship management, deep knowledge of markets, integrity, and educating clients on digital channels to monitor and manage investments.