Private Client Advisor — Wealth Growth & Digital Solutions

JPMorgan Chase & Co.; Eureka (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in California invites a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will engage clients, build lasting relationships, and represent our brand with integrity while guiding them through modern digital channels. You will work with Chase Wealth Management, leverage a broad product platform, and collaborate with partners to deepen client relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• 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

Skills

Relationship building

Client acquisition

Financial advisory

Goals‑based planning

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC licenses

Job description

JPMorgan Chase & Co. in California invites a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will engage clients, build lasting relationships, and represent our brand with integrity while guiding them through modern digital channels. You will work with Chase Wealth Management, leverage a broad product platform, and collaborate with partners to deepen client relationships.