Private Client Advisor - Wealth & Digital Guidance

Fairygodboss; Gardena (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase seeks a Financial Advisor to deliver personalized investment solutions, champion client needs, and ensure a strong commitment to diversity. The role requires at least 2 years of financial services experience and valid licenses.

Ideal candidates should possess strong relationship management skills and a passion for client education. We offer a competitive rewards package including comprehensive benefits and incentives.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• A valid and active Series 7, Series 66, and Insurance license required.

Responsibilities

• Provide personalized investment solutions and financial coaching.
• Champion and support teammates and client needs.
• Embrace digital innovations for client interaction.

Skills

Client acquisition

Relationship management

Financial coaching

Goal-based planning

Education

Bachelor's degree

Certified Financial Planning CFP certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase seeks a Financial Advisor to deliver personalized investment solutions, champion client needs, and ensure a strong commitment to diversity. The role requires at least 2 years of financial services experience and valid licenses.

Ideal candidates should possess strong relationship management skills and a passion for client education. We offer a competitive rewards package including comprehensive benefits and incentives.