Private Client Advisor: Holistic Wealth Planning & Growth

Testing Site - JPMC; Turlock (CA); On-site; USD 85,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build and manage a client book, leveraging leadership and relationship-building skills, and provide education on digital tools to monitor and manage investments. A commitment to integrity and client-focused service is essential.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 the technology and channels available to them to better monitor, maintain, and handle their 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

Client acquisition

Relationship management

Goals-based financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Digital channel education

Education

CFP certification

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build and manage a client book, leveraging leadership and relationship-building skills, and provide education on digital tools to monitor and manage investments. A commitment to integrity and client-focused service is essential.