Private Client Advisor: Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Newport Beach (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage with diverse clients, ensuring exceptional service and investment solutions tailored to their needs. The ideal candidate will have over 2 years of relevant experience, a valid Series 7 license, and the ability to build lasting client relationships. This role emphasizes education, digital innovation, and deep understanding of financial markets, supporting clients in their investment journeys.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.
• Embrace digital innovations to enhance client interactions.

Skills

Client acquisition

Relationship management

Financial planning

Digital confidence

Education

Bachelor’s degree

Certified Financial Planner (CFP®) certification

Job description

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage with diverse clients, ensuring exceptional service and investment solutions tailored to their needs. The ideal candidate will have over 2 years of relevant experience, a valid Series 7 license, and the ability to build lasting client relationships. This role emphasizes education, digital innovation, and deep understanding of financial markets, supporting clients in their investment journeys.