Digital-First Private Client Advisor

JPMorganChase; Westlake Village (CA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Base salary

Commission pay

Discretionary incentive

Health coverage

Retirement plan

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management. You will provide comprehensive financial planning and invested guidance to individuals and families, building trusted relationships and delivering tailored solutions.

You will rely on your knowledge of markets and advisory capabilities to educate clients and drive holistic financial coaching, across digital tools and in-branch sessions.

Qualifications

• 2+ years as Financial Advisor or equivalent experience.

Responsibilities

• Build a book of business and deliver personalized investment solutions.

Skills

Client acquisition

Relationship mgmt

Series 7

Series 66

Licenses: Life/Health/LTC

Education

Bachelor's degree

Job description

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management. You will provide comprehensive financial planning and invested guidance to individuals and families, building trusted relationships and delivering tailored solutions.

You will rely on your knowledge of markets and advisory capabilities to educate clients and drive holistic financial coaching, across digital tools and in-branch sessions.