Private Client Advisor - Wealth & Digital Guidance

Fairygodboss; San Francisco (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Financial Advisor in San Francisco, California. You'll be responsible for delivering personalized investment solutions and fostering a culture of diversity while building client relationships. Ideal candidates have at least two years of financial services experience and must have or obtain relevant licenses. Benefits include comprehensive healthcare and financial coaching.

This role requires a commitment to maintaining integrity and providing financial education to clients for their investment needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Must obtain a Series 66 license within 60 days of starting.

Responsibilities

• Champion and support teammates' success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client Acquisition

Financial Planning

Relationship Management

Market Understanding

Education

Bachelor's degree

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 San Francisco, California. You'll be responsible for delivering personalized investment solutions and fostering a culture of diversity while building client relationships. Ideal candidates have at least two years of financial services experience and must have or obtain relevant licenses. Benefits include comprehensive healthcare and financial coaching.

This role requires a commitment to maintaining integrity and providing financial education to clients for their investment needs.