Elite Private Client Advisor, Wealth Management

JPMorgan Chase & Co.; Del Mar (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase Wealth Management in Del Mar, CA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will grow a book of business, partner with specialists, and help clients monitor their portfolios using digital tools while upholding the firm's commitment to integrity and client service. You will collaborate with teams to expand client relationships and provide tailored investment solutions, ensuring a

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.
• A valid and active Series 66 (63/65) license is required or must be obtained 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 is required or must be obtained within 60 days of starting in the role as a condition of employment.
• FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on the technology and channels available to 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.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC licenses

Digital banking / client education

Education

Bachelor’s degree

CFP certification (preferred)

Job description

J.P. Morgan Chase Wealth Management in Del Mar, CA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will grow a book of business, partner with specialists, and help clients monitor their portfolios using digital tools while upholding the firm's commitment to integrity and client service. You will collaborate with teams to expand client relationships and provide tailored investment solutions, ensuring a