Digital-First Private Wealth Advisor

Fairygodboss; Santa Monica (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Santa Monica seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. The position requires at least 2 years of experience in financial advisory, a passion for client success, and valid financial licenses. Applicants will thrive in a diverse workplace and enjoy a competitive benefits package.

The ideal candidate will demonstrate a deep understanding of financial markets and provide clients with exceptional service to deepen relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid series licenses must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and offer personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.
• Embrace digital innovations to enhance client interactions.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Digital innovation

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Santa Monica seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. The position requires at least 2 years of experience in financial advisory, a passion for client success, and valid financial licenses. Applicants will thrive in a diverse workplace and enjoy a competitive benefits package.

The ideal candidate will demonstrate a deep understanding of financial markets and provide clients with exceptional service to deepen relationships.