Private Client Advisor — Wealth Planning & Digital Tools

Aumni; Lakewood Township (NJ); On-site; USD 61,776 - 75,504; Full time

Job summary

J.P. Morgan is seeking a Private Client Advisor in Lakewood, CA, to provide comprehensive financial planning advice to clients. Candidates should possess strong relationship management skills and actively support their clients' financial needs through tailored solutions.

This role requires at least 2 years of financial advisory experience and valid licenses. The position fosters a diverse workplace and includes opportunities for personal and professional growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active licenses required upon starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and foster a culture of diversity.
• Educate clients about technology and financial services.

Skills

Client acquisition

Relationship management

Financial planning

Financial advising

Integrity

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan is seeking a Private Client Advisor in Lakewood, CA, to provide comprehensive financial planning advice to clients. Candidates should possess strong relationship management skills and actively support their clients' financial needs through tailored solutions.

This role requires at least 2 years of financial advisory experience and valid licenses. The position fosters a diverse workplace and includes opportunities for personal and professional growth.