Personal Wealth Advisor: Custom Plans for Clients' Growth

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine, CA is seeking a Personal Advisor to partner with clients in Wealth Management's National Branch Personal Advising group. You will meet clients through video or phone, build personalized financial plans, and connect them with portfolios managed by our CIO.

The role is full-time and office-based, focusing on holistic goals-based planning, ongoing client education, and building lasting client relationships.

Qualifications

• Active Series 7 license required.
• Series 66 (63/65) license required or ability to obtain within 60 days.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients meet goals.
• Convert high quality leads into new clients and maintain relationships.
• Use a solution-oriented mindset for best possible outcomes for all clients.
• Ensure proposed solutions fulfill clients' needs and objectives long term via holistic goals-based planning.
• Demonstrate strong organizational skills and disciplined daily approach.
• Educate clients on digital products to monitor and achieve goals.

Skills

Series 7

Series 66 (63/65) license

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. in Irvine, CA is seeking a Personal Advisor to partner with clients in Wealth Management's National Branch Personal Advising group. You will meet clients through video or phone, build personalized financial plans, and connect them with portfolios managed by our CIO.

The role is full-time and office-based, focusing on holistic goals-based planning, ongoing client education, and building lasting client relationships.