Private Client Advisor - Wealth Planning & Digital Solutions

JPMorganChase; Lynwood (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience.

Key responsibilities include customer relationship management, digital education for clients, and fostering team success. The ideal candidate has at least 2 years in financial advisory roles and necessary licenses including Series 7 and 66.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Ability to integrate with key partners.

Responsibilities

• Champion and support team success while fostering a culture of diversity.
• Build a book of business and personalize investment solutions for clients.
• Educate clients on technology and investment monitoring.

Skills

Client Acquisition

Financial Planning

Relationship Management

Integrity

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience.

Key responsibilities include customer relationship management, digital education for clients, and fostering team success. The ideal candidate has at least 2 years in financial advisory roles and necessary licenses including Series 7 and 66.