J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding Areas
Fairygodboss
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Job Responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills, focusing consistently on relationship management rather than portfolio management. 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. Required Qualifications 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 required or must be obtained within 60 days of starting the role as a condition of employment. A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting the role as a condition of employment. Preferred Qualifications Certified Financial Planning CFP certification preferred. Bachelor's degree preferred. Legal and Compliance Disclosure Investment and insurance products are not FDIC insured, not insured by any federal government agency, and not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or its affiliates. They are subject to investment risks, including possible loss of the principal amount invested. Products are offered through J.P. Morgan Securities LLC, a registered broker‑dealer and investment advisor, member of FINRA and SIPC, and through Chase Insurance Agency, Inc., a licensed insurance agency, in compliance with applicable regulations. Equal Opportunity Employer 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 make reasonable accommodations for applicants' religious practices and other needs. Benefits We offer a competitive total rewards package with base salary determined by role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation in cash or 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. #J-18808-Ljbffr Fairygodboss
- ...Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- Overview At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- Job Description At J.P. Morgan Chase, we are committed to helping clients achieve their financial goals, fostering diversity and inclusion... ...solutions and digital technology. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning...Private client
- Private Client Advisor - South Bay, CA Market Responsibilities Champion and support teammates’ success, fostering... ...with a focus on relationship management, not portfolio management.... ...and services are offered through J.P. Morgan Securities LLC (JPMS), a registered...Private client
- Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care... ...Associate in J.P. Morgan Wealth Management, you will provide client service... ...administrative support to Private Client Advisors within Wealth Management. Job...Private client
- ...Specialist The Client Specialist is a sophisticated wealth expert that... ...experience in wealth management and effectively... ...within J.P. Morgan Wealth Management... ...engage with other advisors on client engagement... ...advisors and private client bankers,... ...other related areas A self-...Private client
- At J.P. Morgan Chase, we are committed to helping our clients, taking care of our employees, building relationships... ...and inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide... ...to Private Client Advisors within Wealth...Private client
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role... ...) available to Private Client Advisors in order to help identify issues and opportunities...Private clientWork at office
- ...Identification 210745109 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 05/06/2026, 11:18 PM... ...2029 Century Park E, Los Angeles, CA, 90067, US Job Schedule Full time Job Description J.P. Morgan Advisors, the ultra-high net worth division...Full timeShift work
- ...Custom Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors... ...management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed... ...Advisors, ultra-high net-worth clients, and Market Leadership. In this high-...
- ...Identification 210727868 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 05/08/2026, 09:2... ...as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart... ..., fixed income trades and private investments Provide support across...Full timeLocal area
- ...Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and...Shift work
$120k - $130k
...oriented SeniorAssociate,Client Advisor to join our... ...a team of senior wealth management professionals in delivering... ...across multiple areas of client wealth... ...in Los Angeles, CA. Primary... ...family office, or private banking serving UHNW... ...with Disabilities Act. #J-18808-Ljbffr...Private clientWork at officeLocal area- ...Specialist As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and key point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this fast-paced role, you will...
- J.P. Morgan Chase seeks a Financial Advisor to deliver personalized investment solutions, champion client needs, and ensure a strong commitment to diversity. The role requires at least... ...should possess strong relationship management skills and a passion for client education...Private client
- ...Business Unit Asset & Wealth Management Locations 270 Park Ave... ...Job Description J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion... ...managers for the Global Private Bank, and advising clients... ...with Investment Advisors and Bankers in the U.S....Private clientFull time
$100k - $275k
...Angeles seeks a skilled professional to lead client management, identifying business development... ...should have over 12 years of experience in private banking and be able to demonstrate... ...range of $100,000 to $275,000 based on experience. #J-18808-Ljbffr Bank of AmericaPrivate client- ...TwinThread is looking for a Private Client Advisor in Manhattan Beach, California. In... ...advice to clients across various wealth levels, emphasizing relationship management over portfolio management. The role... ...care coverage and retirement savings plans. #J-18808-Ljbffr...Private client
- ..., measurable, and manageable - and we are just... ...in being a trusted advisor to both clients and strategic partners... ...advisors, wealth managers, and other... ...Property & Casualty (CA) 10+ years of experience... ...the Los Angeles area Preferred Skills... ...Eligibility #J-18808-Ljbffr NACBAPrivate client
- TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning... ...understanding of financial markets, relationship management, and the ability to educate clients... ...salary, commission, and benefits is provided. #J-18808-Ljbffr AumniPrivate client
$75k - $175k
...Rockefeller Capital Management Rockefeller... ...oversees $203 billion in client assets as of March... ...2026. Position A Private Advisor team within our... ...highly skilled Team Wealth Planner to deliver... ...Management L.P. (individually and... ...required by law. #J-18808-Ljbffr Rockefeller...Private clientWork at officeLocal area- TwinThread is seeking a Private Client Advisor for the South Bay, CA market. The role demands a professional with at... ...rather than solely on portfolio management. Essential certifications include active... ...supports a diverse and inclusive work culture. #J-18808-Ljbffr AumniPrivate client
- ...maintaining high‑net‑worth client relationships across... ...opportunity allows you to manage and support relationships... ...financial possibilities their wealth creates. You will foster and... ...located in the Palm Beach area and will report in the office. #J-18808-Ljbffr FairygodbossPrivate clientTemporary workWork at officeImmediate start
- ...Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills... ...manager for ultra-high net worth clients. Responsibilities include advising on financial... ...The work environment promotes collaboration and high integrity. #J-18808-Ljbffr...Private client
$150k - $175k
...office.As a part of a client relationship team... ...located in Los Angeles, CA. Primary Responsibilities Actively manage and oversee the... ...communicate sophisticated wealth management topics in... ..., access to private investments, holistic... ...Disabilities Act. #J-18808-Ljbffr Reporter...Work at officeLocal area$115k - $140k
...We strive to surround ourselves with... ...from managing capital for a... ...distinguished asset and wealth management... ...will assist clients in building,... ...Planning and Wealth Advisors. You will... ...and related areas. This... ...Century City, CA with up to 20... ...Responsibility program. #J-18808-Ljbffr...Permanent employmentVisa sponsorshipFree visaFlexible hours$33.28k - $85k
Client Service Associates provide exceptional service... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...digital offerings like Morgan Stanley Online and Morgan... ...directed by local management Regularly seek... ...F/Disability/Vet). #J-18808-Ljbffr Morgan StanleyPrivate clientTemporary workWork at officeLocal area- ...Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship... ...a commitment to diversity and inclusion, reflecting the company’s values. #J-18808-Ljbffr...Private client
- ...Wealth At Work, Managing Director, Investment Counselor Team Lead,... ...professional disciplinary areas. Leads and directs a... ...Ultra High Net Worth clients. Experienced in... ...products and services Citi Private Bank offers to... ...and trusted investment advisor for clients, including...Private clientTemporary work
- Tax Director, Private Client Services (HNWI) Tax Director, Private... ...prepared/reviewed by Managers, Senior Associates and... ...knowledge in niche area. Responsible for ensuring... ...Controller West Hollywood, CA Tax Attorney - Estate... ...similar positions. #J-18808-Ljbffr Regal Executive...Private client
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