Private Client Advisor – Wealth Planning & Digital Investing

JPMorganChase; Long Beach (CA); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Commission based pay

Discretionary incentive

Health benefits

On-site wellness centers

Retirement plan

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, offer advised solutions, and leverage Chase referrals to grow client relationships in a dynamic digital environment.

You will deliver an exceptional investor experience by combining market insights, fiduciary guidance, and a holistic view of clients’ needs, while using digital tools to

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 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long-Term Care license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound judgement.
• Provide holistic financial coaching beyond investments.
• Foster a culture of diversity and integrity.
• Educate clients on technology and channels for monitoring investments.
• Collaborate with partners to deepen client relationships.
• Support teammates and bank goals.

Skills

Client acquisition

Relationship management

Series 7

Series 66

L&H/LTC license

Regulatory knowledge

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, offer advised solutions, and leverage Chase referrals to grow client relationships in a dynamic digital environment.

You will deliver an exceptional investor experience by combining market insights, fiduciary guidance, and a holistic view of clients’ needs, while using digital tools to