J.P. Morgan Wealth Management – Private Client Advisor - Beverly Hills, CA (area)

Location: Beverly Hills, CA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Beverly Hills, CA branch, serving the affluent communities of this prestigious area. As a branch-based advisor, you will deliver comprehensive financial planning and personalized advice to high-net-worth individuals and families, helping them navigate complex financial landscapes to achieve their long-term goals. This role is integral to our mission of providing world-class wealth management services, leveraging J.P. Morgan's global resources and innovative tools to build lasting client relationships in a competitive market. In this position, you will conduct in-depth assessments of clients' financial needs, including investment strategies, retirement planning, estate management, and philanthropic goals, while ensuring all recommendations align with the highest standards of regulatory compliance. You will collaborate with cross-functional teams across J.P. Morgan's ecosystem, including private banking and asset management experts, to offer holistic solutions that drive client success. Success in this role requires a client-centric approach, where you proactively identify opportunities to enhance portfolios and introduce tailored J.P. Morgan products, all while fostering trust in one of the most discerning markets in the financial services industry. The ideal candidate thrives in a dynamic, high-touch environment, balancing advisory expertise with business development acumen to grow our presence in Beverly Hills. You will participate in local networking events and community initiatives to attract new clients, while maintaining meticulous records and delivering exceptional service. J.P. Morgan Wealth Management offers unparalleled support through cutting-edge technology, ongoing training, and a collaborative culture, empowering you to excel and advance your career in wealth advisory.

Key Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients in the Beverly Hills area, conducting regular reviews and proactive outreach
• Analyze clients' financial situations, including assets, liabilities, income, and estate planning needs, to recommend personalized wealth management strategies
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Identify opportunities to grow client portfolios through cross-selling J.P. Chase Wealth Management products and services
• Ensure all advisory activities comply with regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Educate clients on market trends, investment options, and risk management within the dynamic financial services landscape
• Participate in community and networking events in Beverly Hills to attract new high-net-worth clients
• Maintain accurate records of client interactions and portfolio performance using J.P. Morgan's proprietary platforms
• Mentor junior advisors and contribute to branch goals for client acquisition and retention

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of developing and maintaining client relationships in a high-net-worth environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to thrive in a fast-paced, branch-based setting with a focus on personalized client service
• Clean regulatory history and adherence to FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with ultra-high-net-worth individuals and families in the Beverly Hills or luxury market
• Bilingual proficiency in English and Spanish or another language common in the Southern California region
• Prior experience with J.P. Morgan Chase systems, tools, or wealth management products
• Master's degree in finance or related field

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Estate and tax planning
• Communication and presentation skills
• Sales and business development
• Analytical thinking and problem-solving
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan tools)
• Emotional intelligence and empathy
• Time management and organization
• Negotiation and advisory expertise
• Market research and trend analysis
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other investment opportunities within J.P. Morgan
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to the Beverly Hills area

JP Morgan Chase is an equal opportunity employer.