Private Client Advisor: Wealth Planning & Digital Advisory

Aumni; California (MO); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Join J.P. Morgan Chase as a Private Client Advisor in California, MO, where you'll offer comprehensive financial planning and personalized investment solutions. With a focus on building relationships and a commitment to client success, this role requires at least 2 years of financial services experience and licenses such as Series 7 and Series 66. Enjoy a competitive rewards package and a commitment to diversity and inclusion within a supportive team environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• A valid and active Series 7 and Series 66 (63/65) license required.

Responsibilities

• Provide personalized investment solutions to clients.
• Support teammates’ success and bank goals.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial market understanding

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

Join J.P. Morgan Chase as a Private Client Advisor in California, MO, where you'll offer comprehensive financial planning and personalized investment solutions. With a focus on building relationships and a commitment to client success, this role requires at least 2 years of financial services experience and licenses such as Series 7 and Series 66. Enjoy a competitive rewards package and a commitment to diversity and inclusion within a supportive team environment.