Private Client Advisor: Wealth & Digital Solutions

Testing Site - JPMC; San Clemente (CA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in California is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, leveraging the firm's broad solutions and digital tools to strengthen client relationships.

You will build a book of business, apply goals-based planning, and work with partners across the bank to deliver tailored investment strategies while maintaining the highest standards of integrity and fiduciary responsibility.

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Bachelor’s degree preferred in the description.

Aufgaben

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Kenntnisse

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Ausbildung

Bachelor's degree

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Jobbeschreibung

JPMorgan Chase & Co. in California is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, leveraging the firm's broad solutions and digital tools to strengthen client relationships.

You will build a book of business, apply goals-based planning, and work with partners across the bank to deliver tailored investment strategies while maintaining the highest standards of integrity and fiduciary responsibility.