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

Location: San Gabriel, 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 branch team in San Gabriel, CA. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Drawing on J.P. Morgan's global expertise and innovative platforms, you will help clients navigate complex financial landscapes, from retirement planning and investment strategies to estate and philanthropic goals. This branch-based position offers the opportunity to build lasting relationships in a vibrant, diverse community while contributing to the growth of one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial objectives through in-depth consultations and crafting personalized plans that incorporate J.P. Morgan's suite of products, including equities, fixed income, alternative investments, and banking integration via Chase. You will collaborate seamlessly with branch partners to provide a seamless client experience, ensuring all advice adheres to the highest standards of ethics and compliance. Success in this role requires a proactive approach to client acquisition, leveraging local networks and J.P. Morgan's brand strength to expand your book of business in the San Gabriel area. We value advisors who thrive in a dynamic environment, combining analytical prowess with exceptional interpersonal skills to foster trust and loyalty. As a Private Client Advisor, you will have access to ongoing training, cutting-edge technology, and a supportive culture that empowers you to deliver impactful results. Join J.P. Morgan Wealth Management and play a pivotal role in empowering clients to achieve their financial aspirations while advancing your career in a prestigious firm committed to excellence in the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the San Gabriel area
• Develop and maintain long-term relationships with clients through comprehensive needs assessments and tailored solutions
• Prospect and acquire new clients within the branch and surrounding community, leveraging J.P. Morgan's resources
• Collaborate with branch colleagues, including bankers and specialists, to deliver holistic wealth management services
• Conduct regular portfolio reviews and adjust strategies to align with clients' goals, risk tolerance, and market conditions
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while documenting client interactions
• Educate clients on J.P. Morgan Wealth Management offerings, such as investment portfolios, retirement planning, and estate strategies
• Monitor economic trends and market opportunities to proactively advise clients on wealth preservation and growth
• Participate in community events and networking to enhance J.P. Morgan's presence in San Gabriel, CA
• Utilize digital tools and CRM systems to track client progress and report on business development metrics

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 developing and maintaining client relationships in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams in a fast-paced setting
• Residency or willingness to relocate to the San Gabriel, CA area

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 Mandarin or Spanish, given the diverse San Gabriel community
• Prior success in growing client assets under management (AUM) in a retail banking or advisory role
• Knowledge of local market dynamics in the Greater Los Angeles area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data interpretation and reporting
• Team collaboration
• Cultural sensitivity for diverse client bases

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• 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 other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to the San Gabriel area

JP Morgan Chase is an equal opportunity employer.