Private Client Advisor: Wealth Planning & Digital Access

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

Job summary

J.P. Morgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, deliver personalized investment solutions, and leverage our digital tools to enhance the investor experience while maintaining the bank’s standards of integrity and service. The role emphasizes broad client coaching beyond investments and a strong commitment to diversity and

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 is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred
• Bachelor’s degree preferred

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 your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• 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 them to better 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

Relationship-building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity

Digital channel education

Series 7 license

Series 66 license

Life/Health/ LTC license

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, deliver personalized investment solutions, and leverage our digital tools to enhance the investor experience while maintaining the bank’s standards of integrity and service. The role emphasizes broad client coaching beyond investments and a strong commitment to diversity and