JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Los Angeles, CA and Surrounding Areas
$70K
Los Angeles, CA · Full-time · Posted Sep 8, 2026
- 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 offering tailored solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management.
- Provide holistic financial coaching and educate clients about digital tools for managing investments.
- Support teammates and bank goals while delivering client-centered service with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain each within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD $70,320.00 - $70,320.00 base salary
Model-written summary · the original posting is authoritative