J.P. Morgan Wealth Management - Private Client Advisor - San Clemente, San Juan Capistrano, and[...]

Fairygodboss; San Clemente (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in San Clemente is seeking a Financial Advisor to provide personalized investment solutions and financial coaching to clients. The role requires at least 2 years of experience, strong client relationship skills, and several licenses including Series 7 and 66.

The ideal candidate will have a Bachelor’s degree and be committed to goals-based planning. A competitive salary and comprehensive benefits, including health care and retirement savings, are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Digital technology understanding

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

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.

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, focusing consistently on relationship management rather than 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

• 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 license.
• A valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting the role as a condition of employment.

Preferred Qualifications

• Certified Financial Planning CFP certification preferred.
• Bachelor's degree preferred.

Legal and Compliance Disclosure

Investment and insurance products are not FDIC insured, not insured by any federal government agency, and not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or its affiliates. They are subject to investment risks, including possible loss of the principal amount invested. Products are offered through J.P. Morgan Securities LLC, a registered broker‑dealer and investment advisor, member of FINRA and SIPC, and through Chase Insurance Agency, Inc., a licensed insurance agency, in compliance with applicable regulations.

Equal Opportunity Employer

We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We make reasonable accommodations for applicants' religious practices and other needs.

Benefits

We offer a competitive total rewards package with base salary determined by role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation in cash or equity. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.