Inland Empire Private Client Advisor – Wealth Planning

Aumni; California; Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build strong client relationships, deliver personalized investment solutions, and partner with internal teams to deepen client engagements.

The role emphasizes fiduciary integrity, sophisticated market understanding, and client education on digital tools and channels, with a focus on growing a robust book of

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Successful client acquisition and relationship development with partners.
• Commitment to goals-based planning and advisory services.
• Active Series 7 license is required.
• Active Series 66 (63/65) license required or to be obtained within 60 days of start.
• Active Life, Health, and Long Term Care Insurance licenses or to be obtained within 60 days.

Responsabilités

• Provide comprehensive financial planning and investment advice to individuals and families.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate strong knowledge of financial markets and prudent judgement.
• Maintain integrity and client trust in all interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enhance client experience and accessibility.

Connaissances

Financial advisory exp

Client acquisition

Relationship management

Goals-based planning

Regulatory licenses

Formation

Bachelor's degree preferred

CFP certification preferred

Outils

Series 7

Series 66

Life/Health/LTC license

Description du poste

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build strong client relationships, deliver personalized investment solutions, and partner with internal teams to deepen client engagements.

The role emphasizes fiduciary integrity, sophisticated market understanding, and client education on digital tools and channels, with a focus on growing a robust book of