JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - West San Fernando Valley, CA (area)
$70K
Westlake Village, CA +7 · Full-time · Posted Jul 31, 2026
- Location
- Westlake Village, CA
Agoura Hills, CA
Calabasas, CA
Canoga Park, CA
Encino, CA
Tarzana, CA
West Hills, CA
Woodland Hills, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provide comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and offering advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and goals-based advice, including educating clients about digital tools and channels.
- Support teammates and bank goals while fostering a diverse culture and acting 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 cultivation and maintenance, and partner integration.
- 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
Westlake Village,CA $70,320.00-$70,320.00 USD base salary; Calabasas,CA $70,320.00-$70,320.00 USD base salary; Canoga Park,CA $70,320.00-$70,320.00 USD base salary; Encino,CA $70,320.00-$70,320.00 USD base salary; Tarzana,CA $70,320.00-$70,320.00 USD base salary; Woodland Hills,CA $70,320.00-$70,320.00 USD base salary; West Hills,CA $70,320.00-$70,320.00 USD base salary; Agoura Hills,CA $70,320.00-$70,320.00 USD base salary; Northridge,CA $70,320.00-$70,320.00 USD base salary
Model-written summary · the original posting is authoritative