at J.P. Morgan
Bulge Bracket Investment BanksPosted 13 days ago
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**J.P. Morgan Wealth Management - Private Client Advisor in Los Angeles, CA** As a Private Client Advisor, you'll provide comprehensive financial planning and advice to individuals and families in our Los Angeles branch. Key responsibilities include: - Building and managing a client book, delivering personalized investment solutions, and focusing on relationship management. - Demonstrating expertise in financial markets, business judgment, and unwavering integrity. - Educating clients on digital tools and channels to enhance their investment experience. - Collaborating with teammates to foster diversity and support the bank's goals. Requirements: - At least 2 years in a Financial Advisor role or equivalent financial services experience. - Successful client acquisition, relationship management, and integration with key partners. - Series 7 and Series 66 (63/65) licenses, as well as Life, Health, and Long-Term Care Insurance licenses. - Proficient in goals-based planning and advice. Preferred qualifications: - Certified Financial Planning (CFP®) certification and a Bachelor's degree. You'll leverage cutting-edge digital technology and a wide range of Chase resources to provide exceptional investor experiences. Federal Deposit Insurance Act provisions apply. Investment and insurance products are offered through J.P. Morgan Securities LLC and Chase Insurance Agency, subject to investment risks.
- Compensation
- Not specified USD
- City
- Los Angeles
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Los Angeles, CA, United States
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- 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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better 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
- 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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries.
- Certified Financial Planning (CFP) certification is preferred
- Bachelors degree preferred
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
