Private Client Advisor: Digital Wealth & Client Relationships

Aumni; Los Alamitos (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Join J.P. Morgan Chase as a Private Client Advisor in Los Alamitos, CA. This role involves delivering personalized investment solutions and providing comprehensive financial planning to clients, ensuring an exceptional investor experience.

Candidates need at least 2 years of relevant experience, including a valid Series 7 license. The position offers an inclusive environment that values diversity and outstanding service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 license.

Responsibilities

• Build a book of business with personalized investment solutions for clients.
• Provide clients with a holistic view of their financial needs.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Goals-based planning

Understanding of financial markets

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

Join J.P. Morgan Chase as a Private Client Advisor in Los Alamitos, CA. This role involves delivering personalized investment solutions and providing comprehensive financial planning to clients, ensuring an exceptional investor experience.

Candidates need at least 2 years of relevant experience, including a valid Series 7 license. The position offers an inclusive environment that values diversity and outstanding service.