Private Client Advisor - Wealth & Digital Guidance

JPMorgan Chase; Westminster (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is looking for a dedicated Financial Advisor to build client relationships and deliver personalized investment solutions. The ideal candidate will demonstrate expertise in financial markets and possess relevant licenses including Series 7 and Series 66.

This role emphasizes diversity and client education on available technologies. The position offers competitive rewards and comprehensive benefits such as healthcare coverage, retirement savings plans, and mental health support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion teammates' success and foster a culture of diversity.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial market 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 is looking for a dedicated Financial Advisor to build client relationships and deliver personalized investment solutions. The ideal candidate will demonstrate expertise in financial markets and possess relevant licenses including Series 7 and Series 66.

This role emphasizes diversity and client education on available technologies. The position offers competitive rewards and comprehensive benefits such as healthcare coverage, retirement savings plans, and mental health support.