Private Client Advisor: Wealth Planning & Digital Solutions

Aumni; San Luis Obispo (CA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Competitive total rewards package

Potential commission-based pay

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Zusammenfassung

J.P. Morgan Chase in California is seeking a Private Client Advisor within Chase Wealth Management. You will deliver comprehensive financial planning and investment guidance to individuals and families, building strong relationships and coordinating with partners to deepen client engagement.

You will lead advisory conversations, provide tailored investment solutions, and support clients through digital channels while upholding the highest standards of integrity and service.

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days of starting in the role.

Aufgaben

• Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions while focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital tools to help clients be more digitally confident and bank when, where, and how they want.

Kenntnisse

Client acquisition

Relationship management

Financial planning

Investment knowledge

Regulatory compliance

Communication skills

Ausbildung

Bachelor's degree preferred

CFP certification preferred

Jobbeschreibung

J.P. Morgan Chase in California is seeking a Private Client Advisor within Chase Wealth Management. You will deliver comprehensive financial planning and investment guidance to individuals and families, building strong relationships and coordinating with partners to deepen client engagement.

You will lead advisory conversations, provide tailored investment solutions, and support clients through digital channels while upholding the highest standards of integrity and service.