Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Long Beach (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advised solutions to individuals and families.

You will build a book of business and deepen client relationships, delivering personalized investment solutions with a focus on service excellence. You will guide clients through markets with integrity, educate on digital tools, and support clients in monitoring and managing their investments, while

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
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Financial planning

Relationship building

Sales & acquisition

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advised solutions to individuals and families.

You will build a book of business and deepen client relationships, delivering personalized investment solutions with a focus on service excellence. You will guide clients through markets with integrity, educate on digital tools, and support clients in monitoring and managing their investments, while