Private Client Advisor — Wealth Planning & Digital Solutions

JPMorganChase; Mission Viejo (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in the United States. You will deliver comprehensive financial planning, advised solutions, and referrals to grow client relationships while prioritizing integrity and client-focused service.

You will educate clients on digital tools and channels to monitor and manage investments, building a holistic view of their financial needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining client relationships and partnering with key teams.
• Demonstrated commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days.

Responsibilities

• Offer comprehensive financial planning and investment solutions to clients.
• Build a book of business through leadership and relationship-building.
• Demonstrate understanding of financial markets and prudent judgement.
• Maintain the highest levels of integrity in client service.
• Educate clients on technology and channels for managing investments.
• Provide holistic financial coaching beyond investments.
• Support clients to become digitally confident and bank anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory experience

Integrity and ethics

Digital awareness

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in the United States. You will deliver comprehensive financial planning, advised solutions, and referrals to grow client relationships while prioritizing integrity and client-focused service.

You will educate clients on digital tools and channels to monitor and manage investments, building a holistic view of their financial needs.