Private Client Advisor: Holistic Wealth & Digital Solutions

JPMorgan Chase & Co.; Berkeley (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Berkeley, California. This role focuses on providing comprehensive financial planning and advice to clients. The successful candidate will demonstrate strong skills in client acquisition and maintain client relationships, ensuring exceptional service and support. Required qualifications include a valid Series 7 license and experience in financial advisory roles. Preferred qualifications include a Bachelor’s degree and CFP certification. Embracing digital innovations is essential for fostering client relationships.

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.

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build and deliver personalized investment solutions to clients.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Relationship management

Financial coaching

Digital technologies

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Berkeley, California. This role focuses on providing comprehensive financial planning and advice to clients. The successful candidate will demonstrate strong skills in client acquisition and maintain client relationships, ensuring exceptional service and support. Required qualifications include a valid Series 7 license and experience in financial advisory roles. Preferred qualifications include a Bachelor’s degree and CFP certification. Embracing digital innovations is essential for fostering client relationships.