Private Client Advisor – Holistic Wealth & Digital Solutions

JPMorgan Chase & Co.; Westminster (CA); On-site; USD 63,288 - 77,352; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Employee wellness centers

Financial coaching

Job summary

A leading financial services firm is seeking a Private Client Advisor in Westminster, CA. This role requires at least 2 years in financial advisory and a strong commitment to client relationships. Advisors will offer personalized solutions while promoting diversity and innovation. Candidates must hold necessary licenses and demonstrate integrity, as well as a passion for educating clients. Competitive benefits and a supportive work environment are provided.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets.
• Educate clients on technology and banking options.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Client education

Digital innovation embrace

Education

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

A leading financial services firm is seeking a Private Client Advisor in Westminster, CA. This role requires at least 2 years in financial advisory and a strong commitment to client relationships. Advisors will offer personalized solutions while promoting diversity and innovation. Candidates must hold necessary licenses and demonstrate integrity, as well as a passion for educating clients. Competitive benefits and a supportive work environment are provided.