Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Los Alamitos (CA); On-site; USD 90,000 - 160,000; Full time

Job summary

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. You will help clients monitor and manage their investments with digital channels and insights.

Qualifications

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

Responsibilities

• Champion and support your teammates’ success and bank culture.
• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate deep understanding of financial markets and sound judgement.
• Uphold integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client relationships

Goals-based planning

Relationship management

Education

CFP certification preferred

Bachelor’s degree preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. You will help clients monitor and manage their investments with digital channels and insights.