J.P. Morgan Wealth Management – Private Client Advisor - Los Alamitos, CA

Location: Los Alamitos, 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 Los Alamitos, CA branch. In this branch-based role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a key member of our team, you will leverage J.P. Morgan's global resources and expertise to provide holistic financial planning, including investment strategies, retirement planning, and estate advisory services. This position is ideal for professionals passionate about helping clients achieve financial security in a dynamic, client-centric environment. Your primary focus will be on cultivating deep, enduring relationships with private clients in the Los Alamitos community. You will conduct in-depth financial reviews, analyze market opportunities, and recommend personalized portfolios using J.P. Morgan's sophisticated tools and research. Collaborating with cross-functional teams, you will integrate banking, lending, and advisory services to offer seamless solutions. Success in this role requires a proactive approach to client acquisition through networking, referrals, and local engagement, while ensuring all recommendations adhere to the highest standards of compliance and ethics upheld by J.P. Morgan Chase. We value advisors who thrive in a collaborative branch setting and are committed to professional growth. With access to J.P. Morgan's renowned training programs and ongoing support, you will stay ahead of industry trends and regulatory changes. This role offers the opportunity to make a meaningful impact on clients' financial futures while contributing to the growth of our Wealth Management franchise in Southern California. If you are a licensed financial professional with a client-first mindset, join us to empower the next generation of wealth builders.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and maintain long-term relationships with private clients in the Los Alamitos branch, identifying opportunities to deepen client engagement
• Conduct comprehensive financial assessments, including risk tolerance analysis, retirement planning, and estate strategies
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated solutions such as banking, lending, and investment products
• Prospect for new clients through community networking, referrals, and branch-based events in Los Alamitos, CA
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and market conditions to recommend timely adjustments and rebalancing
• Educate clients on J.P. Morgan's suite of wealth management tools and digital platforms
• Participate in branch goals for client acquisition and asset growth, contributing to team performance metrics
• Stay abreast of industry trends, tax laws, and economic factors to enhance advisory services

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3-5 years of experience in financial advising, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a fast-paced branch environment
• Clean background check and compliance with FINRA and SEC 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 wealth management
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Southern California
• Prior experience with J.P. Morgan Chase systems or similar enterprise financial platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Risk assessment and mitigation
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Empathy and active listening
• Analytical thinking
• Negotiation and advisory persuasion
• Digital literacy for wealth management platforms
• Adaptability to market changes

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 opportunities, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance for eligible roles and commuter benefits for Los Alamitos location

JP Morgan Chase is an equal opportunity employer.