Private Client Advisor — Holistic Wealth & Planning

Aumni; Sacramento (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Mental health support

Employee discounts

Job summary

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and objective investment advice to individuals and families using a broad platform and digital tools.

You will grow a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while upholding integrity and regulatory standards.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and maintaining relationships.
• Strong goals-based planning and advisory capabilities.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days.
• Life, Health and Long Term Care license active or must be obtained within 60 days.

Responsibilities

• Grow a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Build client relationships with leadership and partnership referrals to deepen client relationships.
• 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 technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Relationship building

Client acquisition

Financial planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and objective investment advice to individuals and families using a broad platform and digital tools.

You will grow a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while upholding integrity and regulatory standards.