Private Client Advisor: Holistic Wealth & Digital

JPMorgan Chase & Co.; Seal Beach (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Seal Beach, CA to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build relationships, provide personalized solutions, and collaborate with partners to deepen client relationships while maintaining the highest standards of integrity and fiduciary responsibility. The role requires a minimum of 2 years in financial advisory, active Series 7 and Series 66,

Qualifications

• 2+ years in financial advisor or equivalent
• Proven client acquisition and relationship management
• Strong goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) or within 60 days
• Active Life, Health and LTC insurance licenses or within 60 days

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 with a focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that guides all client interactions
• 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 when, where, and how they want

Skills

Client acquisition

Relationship-building

Goals-based planning

Market understanding

Series 7

Series 66

Life license

Health license

LTC license

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Seal Beach, CA to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build relationships, provide personalized solutions, and collaborate with partners to deepen client relationships while maintaining the highest standards of integrity and fiduciary responsibility. The role requires a minimum of 2 years in financial advisory, active Series 7 and Series 66,