Private Client Advisor — Holistic Wealth Planning

JPMorgan Chase & Co.; Azusa (CA); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build trusted relationships, leverage partnerships, and guide clients through digital tools to meet their financial goals. The role emphasizes client acquisition, guidance on markets, and strong integrity, with licensing requirements to be maintained or obtained within the initial period.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.
• Strong client acquisition, relationship management, and partner integration skills.
• CFP certification is preferred; Bachelor's degree is a plus.

Responsibilities

• Champion and support teammates' success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, focusing on relationships.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity in client interactions and do what's right for clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build trusted relationships, leverage partnerships, and guide clients through digital tools to meet their financial goals. The role emphasizes client acquisition, guidance on markets, and strong integrity, with licensing requirements to be maintained or obtained within the initial period.