Private Client Advisor – Relationship & Wealth Planning

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading global financial services firm is looking for a Financial Advisor to foster strong client relationships and deliver personalized investment solutions. Candidates should have at least 2 years of experience, with licenses in Series 7 and Series 66 being mandatory. As part of the team, you'll invest in your clients' success and embrace digital innovations for client engagement. A Bachelor's degree and CFP certification are preferred. This role provides an exciting opportunity to be at the forefront of the financial advisory field in San Francisco.

Qualifications

• 2+ years as a Financial Advisor or equivalent experience.
• Active Series 7 and Series 66 licenses required.
• Life, Health, and Long Term Care Insurance license needed.

Responsibilities

• Champion teammates’ success and bank goals.
• Build a personalized book of business.
• Educate clients on available technology.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital innovations

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Job description

A leading global financial services firm is looking for a Financial Advisor to foster strong client relationships and deliver personalized investment solutions. Candidates should have at least 2 years of experience, with licenses in Series 7 and Series 66 being mandatory. As part of the team, you'll invest in your clients' success and embrace digital innovations for client engagement. A Bachelor's degree and CFP certification are preferred. This role provides an exciting opportunity to be at the forefront of the financial advisory field in San Francisco.