JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Studio City, CA (including surrounding area)
$70K
Studio City, CA +3 · Full-time · Posted Sep 7, 2026
- Location
- Studio City, CA
Van Nuys, CA
Sherman Oaks, CA
Encino, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about digital tools and provide financial coaching beyond investments.
- Support teammates and bank goals while fostering a culture of diversity and integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, 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 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 (Studio City, CA); $70,320.00-$70,320.00 USD base salary (Van Nuys, CA); $70,320.00-$70,320.00 USD base salary (Sherman Oaks, CA); $70,320.00-$70,320.00 USD base salary (Encino, CA)
Model-written summary · the original posting is authoritative