Private Client Advisor: Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Brea (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families, building lasting relationships.

You will leverage a broad investment platform and digital tools to tailor solutions that meet clients' evolving needs. Your role emphasizes relationship management over portfolio construction, working with partners across the bank, and delivering a high-touch client experience

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
• 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 your clients 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 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

Financial advisory experience

Client acquisition

Goals-based planning

Series 7

Education

Bachelor’s degree

CFP certification

Tools

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families, building lasting relationships.

You will leverage a broad investment platform and digital tools to tailor solutions that meet clients' evolving needs. Your role emphasizes relationship management over portfolio construction, working with partners across the bank, and delivering a high-touch client experience