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

Location: Los Angeles, 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 West Los Angeles branch team. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering personalized wealth management solutions tailored to their unique goals. As a key member of our high-performing team, you will leverage J.P. Morgan's global resources and expertise to provide comprehensive financial planning, investment advice, and access to premium banking and lending services. This position offers the opportunity to build lasting client relationships in the dynamic Los Angeles market while contributing to the firm's commitment to excellence in wealth management. Your primary focus will be on understanding clients' financial objectives, risk tolerances, and life circumstances to craft bespoke strategies that encompass retirement planning, estate management, tax optimization, and portfolio diversification. You will collaborate with J.P. Morgan specialists in areas such as sustainable investing and alternative assets to ensure clients benefit from innovative, research-driven recommendations. Additionally, you will engage in proactive outreach to grow your client base through networking events, referrals, and community involvement in West Los Angeles, all while adhering to the highest standards of regulatory compliance and ethical practices upheld by J.P. Morgan Chase. Success in this role requires a client-centric approach, combining deep financial acumen with exceptional interpersonal skills to foster trust and loyalty. You will thrive in a collaborative branch environment, utilizing J.P. Morgan's advanced tools and analytics to monitor portfolios and adapt to evolving market conditions. By joining J.P. Morgan Wealth Management, you will not only advance your career in one of the world's leading financial institutions but also play a pivotal role in helping clients achieve their financial aspirations in the vibrant West Los Angeles community.

Key Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth individuals and families in the West Los Angeles area
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct thorough needs assessments, create personalized financial strategies, and recommend suitable investment products including equities, fixed income, and alternative investments
• Collaborate with branch teams, specialists, and external partners to deliver holistic wealth management solutions
• Monitor client portfolios, review performance, and adjust strategies to align with market conditions and client goals
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Prospect for new clients through networking, referrals, and community involvement in the Los Angeles region
• Educate clients on J.P. Morgan's suite of services, including banking, lending, and estate planning
• Prepare and present financial reports, projections, and recommendations during client meetings
• Contribute to branch goals by achieving sales targets and enhancing client satisfaction metrics

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) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in West Los Angeles, CA
• 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 working with affluent clients in the Los Angeles market
• Bilingual proficiency in English and Spanish to serve diverse clientele
• Prior experience with J.P. Morgan Chase systems and tools
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Analytical thinking
• Empathy and active listening
• Negotiation and persuasion
• Market trend analysis
• Ethical judgment and integrity

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 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 resources
• Employee stock purchase plan and other investment opportunities
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Los Angeles area

JP Morgan Chase is an equal opportunity employer.