Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Moorpark (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in the United States (Chase Wealth Management) seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families, building trusted relationships and guiding clients toward their financial goals with integrity and a client-first mindset.

You will rely on market knowledge and digital tools to help clients monitor and manage investments, collaborate with partners, grow a book of business, and provide holistic

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial planning

Investment knowledge

Digital literacy

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

J.P. Morgan Chase in the United States (Chase Wealth Management) seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families, building trusted relationships and guiding clients toward their financial goals with integrity and a client-first mindset.

You will rely on market knowledge and digital tools to help clients monitor and manage investments, collaborate with partners, grow a book of business, and provide holistic