Elite Private Client Advisor, Wealth Management

JPMorgan Chase & Co.; Whittier (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading financial services company in Whittier, California, is seeking a Private Client Advisor to provide comprehensive financial planning to clients from all backgrounds. The role emphasizes building client relationships through personalized investment solutions and offers a collaborative work environment focusing on diversity. Candidates should have at least 2 years of relevant experience and be willing to obtain necessary financial licenses. The position offers a dynamic opportunity to educate clients and enhance their investment experiences.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Ability to obtain Series 7 and Series 66 licenses within 60 days.

Responsibilities

• Support teammates’ success while fostering a culture of diversity.
• Build a book of business through personalized investment solutions.
• Educate clients on technology for better investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Financial market understanding

Education

Bachelor’s degree

CFP® certification

Job description

A leading financial services company in Whittier, California, is seeking a Private Client Advisor to provide comprehensive financial planning to clients from all backgrounds. The role emphasizes building client relationships through personalized investment solutions and offers a collaborative work environment focusing on diversity. Candidates should have at least 2 years of relevant experience and be willing to obtain necessary financial licenses. The position offers a dynamic opportunity to educate clients and enhance their investment experiences.