Private Client Advisor — Wealth Planning & Solutions

JPMorganChase; Irvine (CA); On-site; USD 63,288 - 77,352; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in Irvine, CA. Your role will involve building client relationships and offering tailored financial solutions. You must have at least 2 years in a Financial Advisor role, possess relevant licenses, and demonstrate integrity and financial acumen. The position provides a competitive salary and a comprehensive benefits package, including healthcare, retirement plans, and incentives based on performance. Come be part of a team that values diversity and client success.

Qualifications

• At least 2 years as a Financial Advisor or equivalent experience.
• Demonstrated success in client relationship building.
• Valid and active financial licenses required or must obtain soon.

Responsibilities

• Support teammates and foster a diverse culture.
• Build a book of business through personalized solutions.
• Educate clients on available banking technologies.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Client education

Holistic financial coaching

Education

Bachelor's degree

CFP® certification

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Irvine, CA. Your role will involve building client relationships and offering tailored financial solutions. You must have at least 2 years in a Financial Advisor role, possess relevant licenses, and demonstrate integrity and financial acumen. The position provides a competitive salary and a comprehensive benefits package, including healthcare, retirement plans, and incentives based on performance. Come be part of a team that values diversity and client success.