Private Client Advisor – Wealth Management & Planning

JPMorgan Chase & Co.

San Jose (CA)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is looking for a Private Client Advisor within Chase Wealth Management in California.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business while delivering investment solutions and leveraging Chase referrals to deepen client relationships. The role requires Series 7 and Series 66 licenses (or obtained within 60 days), plus Life/Health and LTC licenses (or obtained within 60 days).

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Proven track record in acquiring and maintaining clients and collaborating with partners.
Commitment to goals-based planning and advice.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients with focus on relationship management.
Demonstrate deep understanding of financial markets and sound business judgment.
Uphold 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 tools to help clients bank when and how they want.