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

Location: La Mesa, 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 dynamic team in the La Mesa, CA branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global expertise and innovative tools, you will help clients navigate complex financial landscapes, from retirement planning and investment strategies to estate planning and tax optimization. Our Private Client Advisors play a pivotal role in fostering lasting relationships, driving client satisfaction, and contributing to the growth of assets under management in the vibrant Southern California market. As a Private Client Advisor, your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial data to recommend personalized portfolios, and collaborating with J.P. Morgan specialists to provide seamless access to banking, lending, and advisory services. You will thrive in a fast-paced environment where building trust and delivering exceptional results are paramount. With a focus on the local La Mesa community, you will engage with diverse clients, offering insights into market opportunities and risk management while ensuring all recommendations adhere to the highest standards of regulatory compliance and ethical practices upheld by J.P. Morgan Chase. This position offers a rewarding career path within one of the world's leading financial institutions, with opportunities for professional growth, competitive compensation, and a supportive culture that values innovation and client-centric service. If you are passionate about empowering clients to achieve their financial aspirations and have a proven track record in wealth advisory, we invite you to bring your expertise to J.P. Morgan Wealth Management in La Mesa.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the La Mesa branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend tailored investment portfolios, retirement strategies, and wealth transfer solutions using J.P. Morgan's proprietary tools
• Conduct client meetings, financial reviews, and educational seminars to enhance client engagement
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management services
• Identify opportunities to grow client assets under management through proactive outreach and referrals
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan Chase internal policies
• Monitor market trends and economic conditions to adjust client strategies accordingly
• Support client onboarding, account management, and transaction processing within the Chase ecosystem
• Contribute to branch goals by fostering a client-centric culture and achieving performance metrics

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building 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 La Mesa, CA, with flexibility for local travel
• 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 with J.P. Morgan Chase products and platforms, including Chase Wealth Management tools
• Bilingual proficiency in English and Spanish to serve diverse clients in the La Mesa area
• Previous success in meeting sales targets and growing assets under management
• Knowledge of local market dynamics in Southern California financial services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and negotiation techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Time management and organization
• Empathy and active listening
• Market research and trend analysis
• Team collaboration
• Ethical judgment in advisory roles
• Digital literacy for client portals and CRM systems

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 Chase
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the La Mesa area

JP Morgan Chase is an equal opportunity employer.