J.P. Morgan Wealth Management – Private Client Advisor

About the Role

As a Private Client Advisor in Chase Wealth Management in Northridge, offer comprehensive financial planning and advice to individuals and families across all levels of wealth, delivering personalized investment solutions and deepening client relationships.

Responsibilities

• Build a book of business and deliver personalized investment solutions focused on relationship management
• Demonstrate deep understanding of financial markets and sound business judgment
• Educate clients on technology and channels to monitor and manage their investments
• Provide holistic financial coaching beyond investments

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and relationship management
• Valid and active Series 7
• Series 66 (63/65) required or obtained within 60 days of hire
• Life, Health, and Long Term Care Insurance license required or obtained within 60 days of hire

Preferred Qualifications

• Certified Financial Planning (CFP®) certification
• Bachelor's degree