Private Client Advisor - Wealth Planning & Digital

JPMorgan Chase & Co.; Chino Hills (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a book of business, cultivate client relationships, and collaborate with partners to offer advisory solutions, leveraging digital channels to help clients monitor and manage their investments with integrity.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.
• This position is subject to Section 19 of the Federal Deposit Insurance Act.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a book of business, cultivate client relationships, and collaborate with partners to offer advisory solutions, leveraging digital channels to help clients monitor and manage their investments with integrity.