Private Client Advisor — Holistic Wealth & Relationships

JPMorgan Chase & Co.; Long Beach (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive wealth planning and tailored investment solutions for individuals and families. You will build trusted relationships, expand a book of business, and collaborate with partners to provide seamless advice across channels.

The role requires strong client acquisition, adherence to regulatory standards, and proficiency in modern digital tools to help clients monitor and manage their investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of start.
• Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-based advice.
• Provide holistic financial planning and advisory services to individuals and families.
• Educate clients on digital tools and channels to monitor and manage their investments.
• Demonstrate integrity and commitment to client goals and regulatory compliance.

Skills

Series 7

Series 66

Client relationships

Relationship management

Education

Bachelor's degree

CFP preferred

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive wealth planning and tailored investment solutions for individuals and families. You will build trusted relationships, expand a book of business, and collaborate with partners to provide seamless advice across channels.

The role requires strong client acquisition, adherence to regulatory standards, and proficiency in modern digital tools to help clients monitor and manage their investments.