Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase; Berkeley (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and various licenses, including Series 7 and 66. The position emphasizes educating clients and fostering a culture of diversity. The benefits include competitive salary, health care coverage, retirement savings, and more.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success and bank goals.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Financial planning

Relationship management

Financial market knowledge

Educating clients on digital tools

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and various licenses, including Series 7 and 66. The position emphasizes educating clients and fostering a culture of diversity. The benefits include competitive salary, health care coverage, retirement savings, and more.