J.P. Morgan Wealth Management – Private Client Advisor - Monterey, Santa Cruz, Salinas, CA and [...]

JPMorgan Chase & Co.; Monterey (CA); On-site; USD 95,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, rely on relationship-building and leadership, and apply market knowledge to tailor advised solutions while embracing digital channels. Candidates should have at least 2 years in a financial advisory role and hold Series 7 and Series 66 licenses or be able to obtain them

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent
• Proven success in client acquisition and relationship management
• Commitment to goals-based planning and advice
• Active Series 7 and Series 66 licenses or eligible within 60 days
• Active Life, Health and Long-Term Care insurance license or eligible within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions based on client relationships
• Provide comprehensive financial planning and advisory services
• Demonstrate deep understanding of financial markets and sound judgment
• Maintain integrity and act in the client’s best interests
• Educate clients on technology and channels to monitor and manage investments
• Offer a holistic view of clients’ financial needs beyond investments
• Embrace digital innovations to enable clients to bank anytime, anywhere

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Education

Series 7 license

Series 66 license (63/65)

Life, Health and LTC Insurance license

CFP certification preferred

Bachelor's degree preferred

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job 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 your clients 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 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

Required qualifications, capabilities, and skills

• 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

Preferred qualifications, capabilities, and skills

• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree preferred

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.

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.