Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Oxnard (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions.

You will leverage market insight and digital channels to help clients monitor and manage their wealth, cultivate new relationships, and collaborate with partners to deepen client coverage.

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

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Offer investor experiences with advised solutions and partner referrals to deepen client relationships.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on digital channels and tools to monitor and manage their investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions.

You will leverage market insight and digital channels to help clients monitor and manage their wealth, cultivate new relationships, and collaborate with partners to deepen client coverage.