Private Client Advisor: Build Relationships & Guide Wealth

JPMorgan Chase & Co.; Thousand Oaks (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business, cultivate client relationships, and provide tailored solutions with a focus on goals-based planning and digital tools.

The role requires licensing (Series 7, 66, and Life/Health/LTC) and a strong commitment to integrity, client education, and cross‑partner collaboration within Chase Wealth Management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Strong ability to provide goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (63/65) required or obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or obtained within 60 days of start.
• Certified Financial Planning (CFP) certification is preferred.
• Bachelor’s degree preferred.

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

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial acumen

Communication skills

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business, cultivate client relationships, and provide tailored solutions with a focus on goals-based planning and digital tools.

The role requires licensing (Series 7, 66, and Life/Health/LTC) and a strong commitment to integrity, client education, and cross‑partner collaboration within Chase Wealth Management.