Private Client Advisor, Wealth Management — Holistic Planning

Aumni; Anaheim (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. The role focuses on building long-term client relationships and delivering investment solutions through trusted guidance and referrals.

You will work with clients at varying stages of wealth, leveraging technology and digital channels to enhance the investor experience while upholding the bank's standards for integrity and service.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven success in client acquisition and relationship management
• Commitment to goals-based planning and advice
• Licenses required or to be obtained within 60 days of starting

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management rather than portfolio management
• Champion and support teammates and the bank's goals while upholding diversity
• Demonstrate understanding of financial markets and sound business judgment
• Maintain unwavering integrity and act in clients' best interest
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank where they want

Skills

Relationship building

Financial planning

Client acquisition

Communication skills

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. The role focuses on building long-term client relationships and delivering investment solutions through trusted guidance and referrals.

You will work with clients at varying stages of wealth, leveraging technology and digital channels to enhance the investor experience while upholding the bank's standards for integrity and service.