Private Client Advisor — Wealth Growth & Digital Focus

JPMorganChase; San Jose (CA); On-site; USD 63,288 - 77,352; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in San Jose is seeking a Private Client Advisor to provide tailored investment solutions to clients. This role requires expertise in financial planning and a proven track record in client relationship management. Candidates should hold relevant licenses and demonstrate strong interpersonal skills. The position offers competitive compensation, comprehensive benefits, and opportunities for professional growth in a diverse environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 (or must be obtained within 60 days).
• A valid and active Life, Health and Long Term Care Insurance license required.

Responsibilities

• Champion and support teammates while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate integrity and client-centered approach in all dealings.
• Educate clients on available technology to manage investments.

Skills

Client acquisition

Relationship management

Financial planning

Understanding financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Job description

A leading financial services firm in San Jose is seeking a Private Client Advisor to provide tailored investment solutions to clients. This role requires expertise in financial planning and a proven track record in client relationship management. Candidates should hold relevant licenses and demonstrate strong interpersonal skills. The position offers competitive compensation, comprehensive benefits, and opportunities for professional growth in a diverse environment.