Private Client Advisor: Holistic Wealth Planning & Digital

JPMorganChase; San Francisco (CA); On-site; USD 63,288 - 77,352; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

A leading financial services firm in California seeks a Private Client Advisor to provide personalized financial planning. In this role, you will build relationships, offering comprehensive solutions to clients' needs. You will demonstrate integrity and a deep understanding of financial markets while using technology to empower clients. The ideal candidate has experience in financial advisory and holds necessary licenses. This position offers competitive compensation and a strong commitment to diversity and inclusion.

Qualifications

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

Responsibilities

• Champion your teammates’ success and bank goals.
• Build a personalized investment solutions book.
• Educate clients on technology for monitoring investments.
• Provide holistic financial coaching.

Skills

Client acquisition

Financial planning

Relationship management

Client education on technology

Integrity

Education

Bachelor's degree preferred

Certified Financial Planning (CFP®)

Tools

Financial markets knowledge

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in California seeks a Private Client Advisor to provide personalized financial planning. In this role, you will build relationships, offering comprehensive solutions to clients' needs. You will demonstrate integrity and a deep understanding of financial markets while using technology to empower clients. The ideal candidate has experience in financial advisory and holds necessary licenses. This position offers competitive compensation and a strong commitment to diversity and inclusion.