Private Client Advisor: Wealth Planning & Digital Insight

JP Morgan Chase; California; On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase in California seeks a Private Client Advisor to help clients achieve financial goals through comprehensive investment planning and trusted relationships. You’ll interact with clients across the Chase Wealth Management network to deliver tailored investment solutions.

The role emphasizes education, digital tool adoption, and holistic financial coaching, with a strong focus on integrity and client-centric service.

Qualifications

• At least 2 years in a Financial Advisor or equivalent role.
• Proven ability to acquire and grow client relationships with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or obtain within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Focus on relationship management rather than portfolio management.
• Demonstrate market knowledge and sound business judgment.
• Act with integrity and put clients first.
• Educate clients on technology and digital channels for monitoring investments.
• Provide a holistic view of clients’ financial needs and coaching.

Skills

Financial advisory experience

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase in California seeks a Private Client Advisor to help clients achieve financial goals through comprehensive investment planning and trusted relationships. You’ll interact with clients across the Chase Wealth Management network to deliver tailored investment solutions.

The role emphasizes education, digital tool adoption, and holistic financial coaching, with a strong focus on integrity and client-centric service.