J.P. Morgan Wealth Management – Private Client Advisor - Beverly Hills, CA; area

J.P. Morgan Wealth Management – Private Client Advisor - Beverly Hills, CA

Apply for the J.P. Morgan Wealth Management – Private Client Advisor - Beverly Hills, CA role s role offers a base salary range of $70,320.00/yr - $70,320.00/yr. Compensations may be supplemented with commission and discretionary incentive pay plus comprehensive benefits.

At J.P. Morgan Chase, we are passionate about helping clients, supporting our employees, and delivering outstanding customer service while staying committed to diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, from those just beginning to save to those with significant wealth. You will represent our brand, offering tailored investment solutions and referrals that deepen client relationships.

• Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a consistent focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, doing right by clients at every opportunity.
• Educate clients on available technology and channels to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

• 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.
• A valid and active Series 7 license.
• A valid and active Series 66 (or 63/65) license, or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license, or must be obtained within 60 days of starting in the role.
• Position is subject to Section 19 of the Federal Deposit Insurance Act; employment contingent on review of criminal conviction history.

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor’s degree preferred.

We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation will be provided during the hiring process.

We recognize that our people are our strength. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also provide reasonable accommodations for applicants’ and employees’ religious practices, mental health or physical disability needs.