Private Client Advisor: Wealth Planning & Digital Growth

JPMorganChase; Moorpark (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Moorpark, CA is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will build lasting relationships, offer advised solutions, and leverage Chase referrals to deepen client interactions across a broad range of investment products. The role requires integrity, strong client education on digital channels, and a holistic view of client needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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.
• 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.

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 by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points towards 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 the firm's 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 relationship management

Financial markets knowledge

Goals-based planning

Regulatory compliance awareness

Digital channel proficiency

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Moorpark, CA is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will build lasting relationships, offer advised solutions, and leverage Chase referrals to deepen client interactions across a broad range of investment products. The role requires integrity, strong client education on digital channels, and a holistic view of client needs.