Private Client Advisor - Wealth & Digital Guidance

JPMorgan Chase; San Clemente (CA); On-site; USD 70,000 - 100,000; 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 in San Clemente is seeking a Financial Advisor to provide personalized investment solutions and financial coaching to clients. The role requires at least 2 years of experience, strong client relationship skills, and several licenses including Series 7 and 66.

The ideal candidate will have a Bachelor’s degree and be committed to goals-based planning. A competitive salary and comprehensive benefits, including health care and retirement savings, are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Digital technology understanding

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in San Clemente is seeking a Financial Advisor to provide personalized investment solutions and financial coaching to clients. The role requires at least 2 years of experience, strong client relationship skills, and several licenses including Series 7 and 66.

The ideal candidate will have a Bachelor’s degree and be committed to goals-based planning. A competitive salary and comprehensive benefits, including health care and retirement savings, are offered.