Private Client Advisor – Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Mission Viejo (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, a leading private wealth provider, seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions within Chase Wealth Management. You will interact with clients to meet their financial needs and partner referrals to strengthen client relationships.

You will support clients across a broad client base, focusing on goals-based planning, integrity, and a high level of service in a digitally enabled environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and maintaining client relationships
• Series 7 and Series 66 required or must be obtained within 60 days of start

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients
• Provide holistic financial planning and advice to individuals and families
• Educate clients on technology and channels to monitor investments
• Develop and nurture relationships with partners to deepen client coverage

Skills

Client acquisition

Relationship management

Financial planning

Regulatory compliance

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase, a leading private wealth provider, seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions within Chase Wealth Management. You will interact with clients to meet their financial needs and partner referrals to strengthen client relationships.

You will support clients across a broad client base, focusing on goals-based planning, integrity, and a high level of service in a digitally enabled environment.