Private Client Advisor: Wealth Management & Digital Planning

Next Frontier Capital; San Diego (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in San Diego is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, building strong relationships and delivering investment solutions.

You will leverage digital tools and collaborate with partners to deliver an exceptional investor experience while maintaining fiduciary standards and regulatory compliance.

Qualifications

• Minimum 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 (63/65) license or obtain within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or obtain within 60 days of starting.
• This position is subject to the Federal Deposit Insurance Act review of criminal conviction history.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain high integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity & ethics

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

Job description

J.P. Morgan Chase in San Diego is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, building strong relationships and delivering investment solutions.

You will leverage digital tools and collaborate with partners to deliver an exceptional investor experience while maintaining fiduciary standards and regulatory compliance.