Holistic Wealth Planner for Private Clients

Aumni; San Leandro (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement plan

Back-up childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in San Leandro, California, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement, while maintaining integrity and a client-first mindset. The role requires active securities licenses and a commitment to ongoing professional development; the company offers a broad total rewards

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting in the role as a condition of employment
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment

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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not 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 the firm's 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 building

Goals-based planning

Financial advisory experience

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in San Leandro, California, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement, while maintaining integrity and a client-first mindset. The role requires active securities licenses and a commitment to ongoing professional development; the company offers a broad total rewards