Private Client Advisor: Wealth Growth & Relationships

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks an experienced Financial Advisor to grow client relationships and provide personalized investment solutions.

You will leverage leadership, integrity, and market knowledge to guide clients in monitoring and adjusting their portfolios, while embracing digital channels for enhanced access. Ideal candidates have 2+ years in a financial advisory role, active Series 7/66, and appropriate life/health licenses, with CFP preferred and a degree welcomed.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and 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.

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

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Education

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. in San Francisco seeks an experienced Financial Advisor to grow client relationships and provide personalized investment solutions.

You will leverage leadership, integrity, and market knowledge to guide clients in monitoring and adjusting their portfolios, while embracing digital channels for enhanced access. Ideal candidates have 2+ years in a financial advisory role, active Series 7/66, and appropriate life/health licenses, with CFP preferred and a degree welcomed.