Private Client Advisor — Wealth & Relationship Architect

JPMorgan Chase & Co.; Whittier (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build relationships, provide personalized guidance, and leverage digital tools to enhance the investor experience.

The role emphasizes goals-based planning, strong integrity, and the ability to educate clients on technology-enabled solutions across channels.

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.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• 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.
• Provide comprehensive financial planning and advisory services.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital innovations to enable clients to bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and fiduciary duty

Education

Series 7 license

Series 66 license (63/65)

Life/Health/Long Term Care license

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build relationships, provide personalized guidance, and leverage digital tools to enhance the investor experience.

The role emphasizes goals-based planning, strong integrity, and the ability to educate clients on technology-enabled solutions across channels.