Private Client Advisor – Studio City

About the Role

Serve as a Private Client Advisor for J.P. Morgan Wealth Management in Studio City, providing comprehensive financial solutions and building lasting relationships with high-net-worth clients in the area.

What You'll Do

• Provide comprehensive wealth management and financial planning to high-net-worth clients
• Build and maintain strong client relationships in Studio City and surrounding areas
• Offer investment products, retirement planning, and banking services
• Collaborate with lending, banking, and investment management specialists
• Grow client base through referrals and community networking

Requirements

• Bachelor’s degree or equivalent experience
• Series 7 and Series 66 licenses (or ability to obtain within 90 days)
• 5+ years of wealth management or financial advisory experience
• Strong client relationship and communication skills

Preferred

• CFP or CFA designation