Private Client Advisor - Wealth Planning & Digital

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

Job summary

JPMorgan Chase & Co. in Newport Beach seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families.

You will help clients save, invest, and plan for their financial futures with a holistic, advisory approach and access to Chase referrals and digital tools. Qualified candidates bring 2+ years in a financial advisory role, active Series 7 and Series 66 licenses or ability to obtain within 60 days, and

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Client acquisition, relationship management, and partner collaboration.
• Goals-based planning and advisory approach.
• Valid and active Series 7 license.
• Series 66 (63/65) license required or within 60 days of start.
• Life, Health and Long Term Care Insurance licenses required or within 60 days.

Responsibilities

• Champion and support teammates’ success and bank goals with diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching.
• Embrace digital innovations for clients to bank remotely.

Skills

Relationship building

Goals-based planning

Financial knowledge

Education

CFP certification (preferred)

Bachelor's degree (preferred)

Tools

Series 7 license

Series 66 license

Life, Health and LTC license

Job description

JPMorgan Chase & Co. in Newport Beach seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families.

You will help clients save, invest, and plan for their financial futures with a holistic, advisory approach and access to Chase referrals and digital tools. Qualified candidates bring 2+ years in a financial advisory role, active Series 7 and Series 66 licenses or ability to obtain within 60 days, and