Private Client Advisor - Wealth Growth & Digital Solutions

JPMorganChase; California; Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in California. You will offer comprehensive financial planning and investment solutions to individuals and families, building strong client relationships and delivering an exceptional investor experience.

The role requires established advisory credentials, strong communication, and the ability to leverage digital tools to monitor and adjust client portfolios. The team emphasizes diversity and client-focused service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) or must be obtained within 60 days of starting to work in the role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting to work in the role.

Responsabilités

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on the technology and channels available to monitor, maintain, and manage their investments.
• Embrace digital innovations to help clients become more digitally confident and bank how they want.

Connaissances

Relationship building

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Financial planning

Formation

Bachelor's degree (preferred)

CFP certification (preferred)

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in California. You will offer comprehensive financial planning and investment solutions to individuals and families, building strong client relationships and delivering an exceptional investor experience.

The role requires established advisory credentials, strong communication, and the ability to leverage digital tools to monitor and adjust client portfolios. The team emphasizes diversity and client-focused service.