Private Client Advisor - Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Westlake Village (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will rely on strong relationships and product knowledge to help clients meet their financial goals while upholding the bank’s commitment to integrity and client service. You will support a dynamic wealth management team, work with JPMorgan Chase partner referrals, and guide clients through investment solutions with a

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
• FEDERAL DEPOSIT INSURANCE ACT:
• This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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

Client relationships

Advisory experience

Licensing: Series 7/66

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will rely on strong relationships and product knowledge to help clients meet their financial goals while upholding the bank’s commitment to integrity and client service. You will support a dynamic wealth management team, work with JPMorgan Chase partner referrals, and guide clients through investment solutions with a