J.P. Morgan Wealth Management – Private Client Advisor - Northridge / Santa Clarita (area)

Location: Northridge, 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 Northridge and Santa Clarita branch teams. In this branch-based role, you will serve as a trusted financial advisor to individuals and families in the local community, offering comprehensive financial planning, investment guidance, and wealth management solutions. Leveraging J.P. Morgan's global resources and expertise, you will help clients achieve their financial goals through personalized strategies that encompass retirement planning, education funding, estate preservation, and more. This position is ideal for a client-focused professional passionate about delivering exceptional service in a dynamic retail environment. As a Private Client Advisor, your primary focus will be building long-term relationships with high-net-worth clients by understanding their unique needs and providing tailored advice. You will collaborate with J.P. Morgan's network of specialists to offer access to sophisticated investment products, including equities, fixed income, alternatives, and Chase Private Client banking services. In the Northridge/Santa Clarita area, you will engage in community outreach to grow your client base while ensuring all recommendations adhere to the highest standards of ethics and compliance. Success in this role requires a blend of financial acumen, interpersonal skills, and a commitment to J.P. Morgan's client-first philosophy. We value professionals who thrive in a collaborative, high-performance culture and are eager to contribute to J.P. Morgan's legacy of excellence in wealth management. This opportunity offers robust support for professional growth, including training on proprietary tools and ongoing development programs. Join us to make a meaningful impact on clients' financial futures while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Northridge and Santa Clarita branches
• Develop and implement comprehensive wealth management strategies, including portfolio construction, retirement planning, and estate planning
• Prospect, acquire, and retain clients through relationship-building and community engagement in the local area
• Conduct financial needs assessments and deliver tailored recommendations aligned with J.P. Morgan's investment philosophy
• Collaborate with branch teams, including bankers and specialists, to deliver holistic client solutions
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on J.P. Morgan's suite of wealth management products, such as Chase Private Client services
• Participate in local networking events to expand J.P. Morgan's presence in the community
• Maintain accurate records of client interactions and transactions using J.P. Morgan's CRM systems

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
• 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
• Ability to work in a branch-based setting serving the Northridge and Santa Clarita communities
• 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 with J.P. Morgan's wealth management tools and platforms
• Bilingual proficiency in English and Spanish to serve diverse local clientele
• Previous success in meeting or exceeding sales targets in financial advisory services
• Knowledge of local economic trends in the Northridge/Santa Clarita area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data analysis using financial tools
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance 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
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Northridge/Santa Clarita area

JP Morgan Chase is an equal opportunity employer.