Private Client Advisor — Holistic Wealth & Digital

JPMorgan Chase & Co.; Los Alamitos (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will help clients save for goals, manage risk, and navigate complex markets with trusted, personalized advice. The role centers on building a durable book of business through relationship management, collaboration with partners, and a commitment to client education and exceptional service, while upholding the bank's standards

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or eligibility.
• Active Life, Health and Long Term Care Insurance licenses or eligibility.

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 with a focus on relationship management
• Demonstrate understanding of financial markets and sound business judgement
• Demonstrate integrity in client service and regulatory compliance
• Educate clients on technology and channels to monitor investments
• Provide holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will help clients save for goals, manage risk, and navigate complex markets with trusted, personalized advice. The role centers on building a durable book of business through relationship management, collaboration with partners, and a commitment to client education and exceptional service, while upholding the bank's standards