Private Client Advisor: Wealth Management & Planning

JPMorgan Chase & Co.

Seal Beach (CA)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in California invites an experienced Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships and offer tailored solutions through our Chase Wealth Management platform.

The role emphasizes integrity, market knowledge, and leveraging digital tools to enhance the client experience. A minimum of 2 years in financial services with active Series 7/66 and appropriate licenses

Qualifications

Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
Proven ability to acquire and grow client relationships and integrate with key partners.
Demonstrated commitment to goals-based planning and advice.
Active Series 7 license; Series 66 (63/65) required or obtained within 60 days of start.
Active Life, Health and Long Term Care Insurance licenses or obtained within 60 days of start.

Responsibilities

Build a book of business and deliver personalized investment solutions focused on relationship management.
Champion and support teammates’ success and bank goals while fostering diversity.
Demonstrate deep understanding of financial markets and sound business judgement.
Exhibit 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’ financial needs beyond investments.
Embrace digital tools to help clients be digitally confident and bank when/where they want.