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

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 about investment technology and digital banking channels.
• Support teammates and bank goals while delivering client service with integrity and fostering diversity.

What they ask for

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, client relationship management, and integration with key partners; ability and commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active 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

USD 70,320.00-USD 70,320.00 base salary (Glendale, CA); USD 70,320.00-USD 70,320.00 base salary (La Crescenta, CA); USD 70,320.00-USD 70,320.00 base salary (Burbank, CA); USD 70,320.00-USD 70,320.00 base salary (Toluca Lake, CA); USD 70,320.00-USD 70,320.00 base salary (Sherman Oaks, CA); USD 70,320.00-USD 70,320.00 base salary (Montrose, CA); USD 70,320.00-USD 70,320.00 base salary (Van Nuys, CA); USD 70,320.00-USD 70,320.00 base salary (Tujunga, CA); USD 70,320.00-USD 70,320.00 base salary (Studio City, CA)