J.P. Morgan Wealth Management – Private Client Advisor - East San Fernando Market, CA

Location: Glendale, 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 East San Fernando Market team in Glendale, CA. In this branch-based role, you will serve as a trusted financial advisor, offering comprehensive planning and advice to individuals and families seeking to build and preserve their wealth. Leveraging J.P. Morgan's global resources and innovative tools, you will help clients navigate complex financial landscapes, from investment strategies to retirement and estate planning, all while fostering enduring relationships that drive long-term success. This position is ideal for professionals passionate about the financial services industry and committed to delivering exceptional client experiences in a dynamic retail environment. As a Private Client Advisor, your primary focus will be on understanding each client's unique financial objectives and risk profile to craft personalized solutions using J.P. Morgan's premier wealth management offerings, including diversified investment portfolios, lending options, and banking services. You will collaborate closely with branch colleagues and specialists across the J.P. Morgan network to provide holistic advice, ensuring seamless integration of services. In the vibrant East San Fernando Market, you will actively engage with the local community to identify opportunities, acquire new clients through referrals and networking, and uphold the highest standards of integrity and compliance in all interactions. Success in this role requires a blend of technical expertise and interpersonal skills to thrive in a fast-paced, client-centric setting. You will monitor market trends, review portfolio performance, and adjust strategies as needed, while educating clients on emerging opportunities within the financial services sector. J.P. Morgan Wealth Management provides robust support, including cutting-edge technology and ongoing training, to empower you to exceed client expectations and contribute to our mission of empowering wealth creation. If you are a licensed advisor with a proven track record in financial planning, join us to make a meaningful impact in Glendale, CA.

Key Responsibilities

• Provide comprehensive financial planning and personalized investment advice to individuals and families in the East San Fernando Market
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct financial needs assessments and recommend tailored solutions including investment portfolios, retirement planning, and estate strategies
• Collaborate with J.P. Morgan Wealth Management teams to deliver holistic wealth management services
• Prospect and acquire new clients through branch referrals, networking, and community engagement in Glendale, CA
• Ensure all advisory activities comply with J.P. Morgan's policies, SEC, and FINRA regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on J.P. Morgan's suite of banking, lending, and investment products
• Participate in local market initiatives to enhance brand visibility and client acquisition
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

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 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of developing and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in the East San Fernando Market, CA
• Clean background check and compliance with FINRA and state securities regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the California market
• Bilingual proficiency in English and Spanish to serve diverse client bases in Glendale, CA
• Previous experience with J.P. Morgan Chase products and services
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment advisory and planning expertise
• Client relationship management
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development
• Communication and presentation skills
• Analytical and problem-solving abilities
• Risk assessment and management
• CRM software proficiency (e.g., Salesforce)
• Time management and organizational skills
• Empathy and active listening
• Negotiation and persuasion
• Market research and trend analysis
• Team collaboration
• Digital literacy in financial tools and platforms

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible positions within the J.P. Morgan network

JP Morgan Chase is an equal opportunity employer.