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

Location: Pasadena, 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 Pasadena, CA branch team. 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. As a key member of our high-performing team, you will leverage J.P. Morgan's global resources and cutting-edge tools to help clients achieve their financial goals, from building wealth to planning for retirement and legacy preservation. This position offers the opportunity to thrive in a dynamic environment where client success drives your own professional growth. Your primary focus will be on cultivating deep, long-term relationships with high-net-worth clients in the Pasadena and surrounding areas. You will conduct thorough financial assessments, develop customized investment portfolios, and provide expert guidance on tax-efficient strategies, estate planning, and risk management. Collaborating with J.P. Morgan's network of specialists, including investment bankers and trust advisors, you will ensure seamless delivery of holistic financial services. Success in this role requires a client-centric approach, where proactive communication and personalized advice build loyalty and drive assets under management. J.P. Morgan Wealth Management is committed to fostering an inclusive culture that values diversity and innovation. As a Private Client Advisor, you will benefit from ongoing training, access to proprietary research, and a supportive team environment designed to empower your career. If you are passionate about financial advisory and ready to make a meaningful impact in clients' lives, join us in Pasadena to shape the future of wealth management at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement tailored investment strategies aligned with clients' goals, risk tolerance, and life stages
• Prospect, acquire, and retain high-net-worth clients through networking, referrals, and community engagement in the Pasadena area
• Conduct comprehensive financial reviews, including retirement planning, estate planning, tax strategies, and insurance needs
• Collaborate with J.P. Morgan Wealth Management teams, including bankers and specialists, to deliver holistic solutions
• Monitor client portfolios and market conditions to adjust strategies and ensure performance alignment
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA regulations, and ethical standards
• Build long-term relationships by delivering exceptional client service and proactive communication
• Participate in branch-based events and seminars to educate clients on financial topics and J.P. Morgan offerings
• Track and report on business development metrics, such as assets under management (AUM) growth and client satisfaction

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
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of developing and maintaining client relationships leading to asset growth
• Strong understanding of comprehensive financial planning, investment strategies, and risk management
• Ability to work independently in a branch-based environment while collaborating with team members
• Compliance with all regulatory requirements set by FINRA, SEC, and state securities regulators

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 the Pasadena or greater Los Angeles area
• Bilingual proficiency in English and Spanish to serve diverse client demographics
• Prior experience with J.P. Morgan Chase systems and platforms or similar enterprise wealth management tools
• Master's degree in finance or related field

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Risk assessment and mitigation
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Negotiation and advisory persuasion
• Market trend analysis
• Ethical decision-making
• Team collaboration and leadership

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 platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness benefits, including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Pasadena area

JP Morgan Chase is an equal opportunity employer.