Private Client Advisor - Wealth Planning & Digital Tools

JPMorgan Chase & Co.; Palm Springs (CA); On-site; USD 110,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment solutions for individuals and families.

You will build a book of business and deliver personalized investment guidance, leveraging digital tools to enhance client experience. You will collaborate with partners across the firm, uphold high fiduciary standards, and continually educate clients on market developments and technology to monitor and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• ,

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Demonstrate deep understanding of financial markets and sound business judgment

Skills

Client relationships

Goals-based planning

Financial market knowledge

Integrity & ethics

Series 7

Series 66

Life/Health/Long-Term Care license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment solutions for individuals and families.

You will build a book of business and deliver personalized investment guidance, leveraging digital tools to enhance client experience. You will collaborate with partners across the firm, uphold high fiduciary standards, and continually educate clients on market developments and technology to monitor and