Private Client Advisor — Wealth Planning & Client Relationships

Aumni; Buena Park (CA); On-site; USD 61,776 - 75,504; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is looking for a Private Client Advisor in Buena Park, CA. This role involves offering personalized financial planning and investment advice to clients at various wealth levels. The ideal candidate will have at least 2 years of experience as a Financial Advisor, relevant licenses, and a commitment to building strong client relationships. A competitive salary of $68,640 is offered, along with comprehensive benefits, and a commitment to diversity and inclusion is emphasized in this equal opportunity employer.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment channels.
• Provide financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Understanding of financial markets

Education

Bachelor’s degree

CFP® certification (preferred)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan is looking for a Private Client Advisor in Buena Park, CA. This role involves offering personalized financial planning and investment advice to clients at various wealth levels. The ideal candidate will have at least 2 years of experience as a Financial Advisor, relevant licenses, and a commitment to building strong client relationships. A competitive salary of $68,640 is offered, along with comprehensive benefits, and a commitment to diversity and inclusion is emphasized in this equal opportunity employer.