J.P. Morgan Wealth Management – Private Client Advisor - Thousand Oaks and Simi Valley, CA

Location: Thousand Oaks, 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 dynamic team in the Thousand Oaks and Simi Valley, CA branches. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's world-class resources, including advanced investment tools and a global network of experts, you will create customized strategies that encompass retirement planning, investment management, estate planning, and more. This position offers the opportunity to build meaningful client relationships in a supportive branch environment while contributing to J.P. Morgan's mission of empowering clients to reach their financial aspirations. Your day-to-day responsibilities will involve conducting in-depth financial assessments, recommending tailored J.P. Morgan products such as diversified portfolios, lending solutions, and banking integrations, and providing ongoing portfolio monitoring to adapt to evolving market conditions. You will collaborate closely with branch colleagues and J.P. Morgan specialists to ensure seamless service delivery, while actively prospecting for new clients through networking in the local Ventura County community. Compliance and ethical standards are paramount, so you will adhere to all regulatory requirements, maintaining the trust and integrity that define J.P. Morgan's reputation in the financial services industry. Ideal candidates thrive in a client-centric role, demonstrating a passion for wealth management and a commitment to excellence. With J.P. Morgan's robust training programs and career development opportunities, this position provides a platform for professional growth in one of the world's leading financial institutions. Join us to make a lasting impact on clients' financial futures in the vibrant California market.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Thousand Oaks and Simi Valley branches
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions using J.P. Morgan's wealth management offerings
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and risk management
• Prospect and acquire new clients through referrals, community networking, and branch collaborations
• Collaborate with J.P. Morgan teams to recommend products like investment portfolios, banking services, and lending options
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing support to adjust strategies based on market conditions
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Participate in local events and seminars to promote J.P. Morgan Wealth Management services
• Track and report on key performance metrics, such as assets under management and client satisfaction scores

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 3-5 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 clients in Thousand Oaks and Simi Valley, CA
• Clean U4 and background check with no significant regulatory issues

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 client bases in California
• Previous success in meeting sales targets and growing assets under management
• Knowledge of local market dynamics in Ventura County, CA

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Digital financial tools and platforms
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• 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
• 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 with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to the Thousand Oaks area

JP Morgan Chase is an equal opportunity employer.