Private Client Advisor — Build Wealth & Trusted Relationships

Testing Site - JPMC; Monterey (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase invites an experienced Private Client Advisor to join Chase Wealth Management in California to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will leverage your relationship-building skills to grow a client book while collaborating with partners across the bank to meet clients’ needs.

The role requires at least 2 years in a financial advisory capacity, with active Series 7 and Series 66 licenses (or obtaining within 60

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses required (or obtained within 60 days).
• Life, Health and Long Term Care insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Uphold integrity and client-first service in every interaction.

Skills

Relationship building

Financial planning

Client acquisition

Communication

Education

Series 7 license

Series 66 license

Life, Health and LTC license

CFP certification (preferred)

Job description

JPMorgan Chase invites an experienced Private Client Advisor to join Chase Wealth Management in California to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will leverage your relationship-building skills to grow a client book while collaborating with partners across the bank to meet clients’ needs.

The role requires at least 2 years in a financial advisory capacity, with active Series 7 and Series 66 licenses (or obtaining within 60