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

Location: Westlake Village, 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 in Westlake Village, CA, serving the West San Fernando Valley area. In this branch-based role, you will deliver comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our team, you will leverage J.P. Morgan's global resources and expertise to provide personalized solutions in investments, retirement planning, and estate strategies, all while fostering trust and loyalty in a client-centric environment. Your primary focus will be on understanding clients' unique financial situations and aspirations, then crafting tailored strategies that align with their risk profiles and objectives. You will collaborate with J.P. Morgan's network of specialists to offer integrated services, including access to private banking, lending, and alternative investments. Success in this role requires proactive client engagement, from initial consultations to ongoing portfolio management, ensuring compliance with all regulatory standards and J.P. Morgan's commitment to ethical advisory practices. We value advisors who thrive in a dynamic, supportive branch setting and are passionate about empowering clients in the vibrant West San Fernando Valley community. This position offers the opportunity to grow your career within one of the world's leading financial institutions, with access to cutting-edge tools, continuous training, and a collaborative culture that prioritizes innovation and client success. If you are a licensed professional with a proven track record in wealth management, join us to make a meaningful impact on clients' financial futures.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Prospect, acquire, and retain high-net-worth clients through networking, referrals, and community engagement in the West San Fernando Valley
• Conduct regular client reviews and portfolio assessments to ensure alignment with financial objectives
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Educate clients on market trends, tax implications, and retirement planning using J.P. Morgan's proprietary tools
• Build long-term relationships by delivering exceptional service and proactive communication
• Participate in branch events and local initiatives to enhance J.P. Morgan's presence in Westlake Village
• Maintain accurate records of client interactions and transactions in compliance systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) 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 financial services environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Westlake Village, 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 high-net-worth individuals and families in the West San Fernando Valley area
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems and wealth management 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)
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Tax and estate planning basics
• Market trend analysis
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and reporting

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance for eligible candidates in the West San Fernando Valley area

JP Morgan Chase is an equal opportunity employer.