J.P. Morgan Wealth Management – Private Client Advisor - Manhattan Beach, CA and Surrounding Areas

Location: Manhattan Beach, 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 Manhattan Beach, CA branch and serve clients in surrounding areas. As a branch-based advisor, you will play a pivotal role in helping individuals and families achieve their financial goals through comprehensive planning and personalized advice. Leveraging J.P. Morgan's global resources and innovative tools, you will provide holistic wealth management solutions, including investment strategies, retirement planning, estate considerations, and access to exclusive banking services. This position offers the opportunity to build lasting client relationships in a dynamic, high-growth market while contributing to J.P. Morgan's mission of empowering clients to pursue their aspirations with confidence. Your day-to-day responsibilities will involve engaging with clients to understand their unique financial situations, developing customized plans using J.P. Morgan's robust product offerings such as mutual funds, ETFs, alternative investments, and lending solutions. You will collaborate closely with branch colleagues, including Chase bankers, to deliver seamless experiences and identify cross-selling opportunities. Success in this role requires a client-centric approach, where you proactively monitor portfolios, adapt to market changes, and educate clients on emerging trends. Compliance is paramount; you will adhere to all regulatory standards while maintaining the highest ethical practices synonymous with J.P. Morgan Chase. We value professionals who thrive in a fast-paced environment and are passionate about financial services. The ideal candidate brings a blend of technical expertise and interpersonal skills to foster trust and loyalty among diverse clientele in the affluent Southern California communities. J.P. Morgan Wealth Management provides unparalleled support, including advanced technology platforms, ongoing training, and a collaborative culture that rewards innovation and results. Join us to advance your career while making a meaningful impact on clients' financial futures.

Key Responsibilities

• Deliver personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Prospect, acquire, and deepen relationships with new and existing clients in the Manhattan Beach, CA branch and surrounding communities
• Conduct thorough financial needs assessments and develop tailored strategies using J.P. Morgan's suite of investment products and services
• Collaborate with J.P. Morgan Wealth Management teams, including bankers and specialists, to provide holistic client support
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client goals
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Host client seminars, workshops, and community events to build brand awareness and generate leads
• Maintain accurate records in J.P. Morgan's CRM systems and prepare performance reports for clients
• Identify opportunities for cross-selling J.P. Morgan banking, lending, and trust services
• Stay updated on industry trends, economic developments, and J.P. Morgan product innovations to enhance advisory capabilities

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 building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work independently in a branch-based setting while collaborating with J.P. Morgan teams
• Clean U4 record and compliance history with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Southern California market
• Bilingual proficiency in English and Spanish to serve diverse client bases in Manhattan Beach and surrounding areas
• Prior experience with J.P. Morgan Chase products and platforms or similar large financial institutions
• 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)
• Sales and prospecting techniques
• Communication and presentation skills
• Risk assessment and mitigation
• CRM software proficiency (e.g., Salesforce)
• Market research and economic analysis
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and reporting
• Team collaboration and networking

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 and vesting schedule
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to the Manhattan Beach area

JP Morgan Chase is an equal opportunity employer.