Private Client Advisor: Holistic Wealth & Digital Advisory

JPMorgan Chase & Co.

Glendale (CA)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

J.P. Morgan Chase in California is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, using a broad range of solutions and digital tools.

You will build trusted relationships, collaborate with partners, and deliver personalized investment strategies while upholding the firm's commitment to integrity and client service. This role requires a commitment to ongoing licensing and regulatory standards, with opportunities to

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Demonstrated ability and commitment to goals-based planning and advice.
Compliance with required licenses and ongoing regulatory standards.

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.
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.