Private Client Advisor: Wealth Planning & Guidance

JPMorgan Chase & Co.; Westminster (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Chase, a leading wealth management provider, seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen client engagement. You will support clients across their financial needs, from savers to high-net-worth individuals, with a focus on protecting client interests and delivering exceptional investor

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.
• A valid and active Series 7 license is required.
• A valid and active Series 66 license (63/65) required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Champion team success and contribute to a culture of diversity.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory licensing

Financial advisory

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase, a leading wealth management provider, seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen client engagement. You will support clients across their financial needs, from savers to high-net-worth individuals, with a focus on protecting client interests and delivering exceptional investor