Private Client Advisor, Wealth Management & Planning

JPMorgan Chase & Co.; Orange (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships, provide advised solutions, and leverage Chase referrals to deepen client connections.

Responsibilities include building a book of business, delivering personalized investment solutions, and guiding clients through digital tools for monitoring investments.

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.
• License requirements: Series 7, Series 66 (63/65) or must be obtained within 60 days.
• License requirement for Life, Health and Long Term Care Insurance or must be obtained within 60 days.

Responsibilities

• Champion and support your teammates’ success and the bank's goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients at every opportunity.
• 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 bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Education

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships, provide advised solutions, and leverage Chase referrals to deepen client connections.

Responsibilities include building a book of business, delivering personalized investment solutions, and guiding clients through digital tools for monitoring investments.