J.P. Morgan Wealth Management - Private Client Advisor - Palmdale​/Lancaster, CA; area

Job Overview

Private Client Advisor in Chase Wealth Management. Offer comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth. Deliver personalized investment solutions and deepen client relationships through advised solutions and Chase partner referrals.

• Champion and support teammates’ success, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions by leveraging leadership and relationship‑building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle 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 (63 / 65) license or the ability to obtain it within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license or the ability to obtain it within 60 days of starting in the role as a condition of employment.

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

Competitive total rewards package including base salary, commission‑based pay and discretionary incentive compensation, and a range of benefits such as comprehensive health care coverage, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. 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 make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.