JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Beverly Hills, CA (area)
$70K
Beverly Hills, CA +5 · Full-time · Posted Oct 1, 2026
- Location
- Beverly Hills, CA
Burbank, CA
Hollywood, CA
North Hollywood, CA
West Hollywood, CA
Los Angeles, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary
Model-written summary · the original posting is authoritative