Private Client Advisor - Relationship-Driven Wealth

JPMorgan Chase & Co.; Palo Alto (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Palo Alto seeks a skilled Financial Advisor to build a client book and deliver personalized investment solutions, emphasizing relationship management over portfolio management.

You will advise clients with a deep understanding of markets, uphold integrity, and educate clients on digital tools for investing. This role prioritizes holistic financial coaching and driving client success.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship building with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must obtain within 60 days of starting.
• Active Life/Health/LTC insurance license or must obtain within 60 days of starting.

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 relationship management

Financial services experience

Licensing knowledge

Regulatory compliance

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Palo Alto seeks a skilled Financial Advisor to build a client book and deliver personalized investment solutions, emphasizing relationship management over portfolio management.

You will advise clients with a deep understanding of markets, uphold integrity, and educate clients on digital tools for investing. This role prioritizes holistic financial coaching and driving client success.