Private Client Advisor - Wealth Planning & Relationships

JPMorganChase; Turlock (CA); On-site; USD 66,560 - 80,000; Full time

Job summary

A leading financial services firm in Turlock is seeking an experienced Private Client Advisor to offer comprehensive financial planning and advice. You will personalize investment solutions and deepen client relationships, requiring at least 2 years of relevant experience and valid licenses. Embrace digital innovations to enhance client experience. This role offers a competitive total rewards package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 (63/65) license is required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and offer personalized investment solutions to clients.
• Demonstrate understanding of financial markets and sound business judgment.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Job description

A leading financial services firm in Turlock is seeking an experienced Private Client Advisor to offer comprehensive financial planning and advice. You will personalize investment solutions and deepen client relationships, requiring at least 2 years of relevant experience and valid licenses. Embrace digital innovations to enhance client experience. This role offers a competitive total rewards package.