Private Client Advisor, Wealth Management

JP Morgan Chase; Coronado (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor for the South San Diego area to build relationships and provide comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools.

The role requires at least 2 years in a financial advisor role, Series 7 and Series 66 licenses (or obtained within 60 days), plus Life/Health/LTC licenses (or obtained within 60 days).

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.
• A valid and active Series 66 (63/65) license is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment.
• FEDERAL DEPOSIT INSURANCE ACT:This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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. This will be done with a consistent focus on relationship management, not portfolio management.
• 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

Financial planning

Technology literacy

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor for the South San Diego area to build relationships and provide comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools.

The role requires at least 2 years in a financial advisor role, Series 7 and Series 66 licenses (or obtained within 60 days), plus Life/Health/LTC licenses (or obtained within 60 days).