Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase; Rancho Cucamonga (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorganChase in California is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions within Chase Wealth Management. You will build strong client relationships, apply goals-based planning, and guide clients using digital tools to monitor and optimize their portfolios.

This role serves a wide range of clients, from new savers to families with substantial wealth, upholding the firm's commitment to service excellence, integrity, and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (63/65) or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days.
• Compliance with Federal Deposit Insurance Act requirements.

Responsibilities

• Champion and support teammates' success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions via leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity, doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when and where they want.

Skills

Financial advisor experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Education

Bachelor's degree

CFP certification

Job description

JPMorganChase in California is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions within Chase Wealth Management. You will build strong client relationships, apply goals-based planning, and guide clients using digital tools to monitor and optimize their portfolios.

This role serves a wide range of clients, from new savers to families with substantial wealth, upholding the firm's commitment to service excellence, integrity, and