Private Client Advisor: Wealth Planning & Digital Investing

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

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build lasting relationships, grow a client book, and coordinate with partners to deliver tailored solutions. The role emphasizes goals-based planning, deep market knowledge, and the use of digital channels to enhance the investor experience while maintaining the highest standards of

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required or obtained within 60 days of start.
• A valid and active Life, Health and Long Term Care Insurance license required or obtained within 60 days of start.

Responsibilities

• Champion and support teammates’ success and bank goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity that focuses on doing right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client relationship management

Goals-based financial planning

Market knowledge

Regulatory license awareness

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build lasting relationships, grow a client book, and coordinate with partners to deliver tailored solutions. The role emphasizes goals-based planning, deep market knowledge, and the use of digital channels to enhance the investor experience while maintaining the highest standards of