J.P. Morgan Wealth Management – Private Client Advisor - Palmdale / Lancaster, CA (area)

Location: Palmdale, CA, United States

Job Family: Advisors

About the Role

J.P. Morgan Wealth Management is seeking a dedicated Private Client Advisor to join our branch team in the Palmdale/Lancaster, CA area. In this role, you will serve as a trusted financial advisor, delivering comprehensive wealth management solutions to individuals and families seeking to achieve their long-term financial goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources and innovative tools to provide personalized advice on investments, retirement planning, estate strategies, and more, all while fostering deep, lasting relationships with clients in the Antelope Valley community. This position offers the opportunity to thrive in a dynamic environment where your expertise directly impacts clients' financial success and contributes to J.P. Morgan's reputation as a leader in wealth management. Your primary focus will be on understanding each client's unique needs, conducting thorough financial assessments, and crafting tailored strategies using J.P. Morgan's suite of products, including Chase investment accounts, alternative investments, and banking integration. You will collaborate with branch colleagues to identify opportunities for holistic solutions, such as combining wealth advisory with lending and deposit services. Success in this role requires proactive client engagement, from initial consultations to ongoing portfolio reviews, ensuring compliance with all regulatory standards and J.P. Morgan's commitment to ethical practices. By participating in local networking and educational events, you will also drive business growth and enhance our presence in the Southern California market. At J.P. Morgan Chase, we invest in your professional growth through robust training, mentorship, and access to cutting-edge technology. This role is ideal for a motivated advisor passionate about empowering clients in a supportive, high-performance culture. Join us to make a meaningful difference in the lives of Palmdale and Lancaster families while advancing your career in one of the world's most prestigious financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Palmdale/Lancaster area
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect for new clients through branch referrals, community events, and networking in the local California market
• Conduct client meetings to review portfolios, assess financial goals, and recommend J.P. Morgan investment products
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Collaborate with branch teams and specialists to deliver holistic banking and wealth solutions
• Monitor market trends and economic conditions to adjust client strategies accordingly
• Build long-term relationships by delivering exceptional service and achieving client satisfaction metrics
• Prepare and present financial reports, performance analyses, and educational seminars for clients
• Contribute to branch goals by supporting deposit growth and asset management targets

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) 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 investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment serving clients in the Palmdale/Lancaster, CA area
• 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 Chase products and platforms, including Chase Wealth Management tools
• Bilingual proficiency in English and Spanish to serve diverse communities in the Antelope Valley region
• Previous success in generating new business through referrals and community networking
• Knowledge of local economic trends and client needs in Southern California

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products (stocks, bonds, mutual funds, ETFs)
• Regulatory compliance (FINRA, SEC, CFPB)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Sales and business development acumen
• Risk assessment and mitigation
• Time management and organizational skills
• Analytical thinking and problem-solving
• Empathy and active listening for client needs
• Team collaboration in a branch environment
• Digital literacy with CRM systems like Salesforce
• Adaptability to market volatility
• Ethical decision-making in financial advising

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 licensing support
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Palmdale/Lancaster area

JP Morgan Chase is an equal opportunity employer.