Private Client Advisor - Wealth & Digital Guidance

Fairygodboss; Millbrae (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Financial Advisor in Millbrae, California, with a passion for helping clients and building strong relationships. The ideal candidate will have at least 2 years in a financial advisor role, possess the necessary licenses, and demonstrate exceptional integrity and financial acumen.

The position offers a competitive total rewards package that includes health care, retirement plans, and financial coaching.

Qualifications

• At least 2 years of experience in a Financial Advisor role or equivalent.
• Success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning.

Responsibilities

• Support teammates' success in a diverse environment.
• Build a book of business with personalized investment solutions.
• Provide holistic coaching beyond just investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Financial coaching

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Financial Advisor in Millbrae, California, with a passion for helping clients and building strong relationships. The ideal candidate will have at least 2 years in a financial advisor role, possess the necessary licenses, and demonstrate exceptional integrity and financial acumen.

The position offers a competitive total rewards package that includes health care, retirement plans, and financial coaching.