Private Client Advisor: Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Diamond Bar (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build long-term client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagements.

The role emphasizes fiduciary integrity, knowledge of markets, and guidance through digital channels to help clients manage investments with confidence.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days.

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.
• Demonstrate understanding of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments and promote digital tools for clients.

Skills

Client relationship management

Financial planning

Sales acumen

Communication skills

Industry knowledge

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66 (63/65)

Life, Health and LTC license

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build long-term client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagements.

The role emphasizes fiduciary integrity, knowledge of markets, and guidance through digital channels to help clients manage investments with confidence.