J.P. Morgan Wealth Management – Private Client Advisor - Los Angeles, CA and Surrounding Areas
On-site · Los Angeles, California, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions with a focus on relationship management. Demonstrate understanding of financial markets, integrity, and ability to educate clients on technology and channels to monitor and manage investments; emphasize holistic client needs beyond investments and leverage digital innovations to enable clients to bank when, where, and how they want. Licensing requirements include Series 7 and Series 66 (63/65) with life, health, and long-term care insurance licenses, and CFP certifications are preferred; a Bachelor's degree is preferred.
Required 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
- 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
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