Private Client Advisor: Holistic Wealth Planning & Growth

Aumni; Thousand Oaks (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan in Thousand Oaks is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. The role includes building strong client relationships and delivering personalized investment strategies.

The ideal candidate should have at least 2 years of relevant experience and hold a Series 7 and Series 66 license, with a Bachelor's degree preferred. This position offers the opportunity to make a significant impact in clients' financial lives.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship cultivation.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and bank goals.
• Build a book of business with personalized investment solutions.
• Educate clients on technology to handle investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Financial coaching

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan in Thousand Oaks is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. The role includes building strong client relationships and delivering personalized investment strategies.

The ideal candidate should have at least 2 years of relevant experience and hold a Series 7 and Series 66 license, with a Bachelor's degree preferred. This position offers the opportunity to make a significant impact in clients' financial lives.