Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase; Whittier (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Whittier is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build and manage client relationships while leveraging your expertise in financial markets. The role requires a strong commitment to client education and digital innovation, with required licenses including Series 7 and relevant insurance licenses. This position promotes a corporate culture valuing diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Life, Health and Long Term Care Insurance license is required.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Financial coaching

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Job description

A leading financial services firm in Whittier is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build and manage client relationships while leveraging your expertise in financial markets. The role requires a strong commitment to client education and digital innovation, with required licenses including Series 7 and relevant insurance licenses. This position promotes a corporate culture valuing diversity and inclusion.