Private Client Advisor: Wealth & Relationship Builder

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families, building trusted client relationships and offering tailored investment solutions.

Applicants should have 2+ years as a Financial Advisor, Series 7, Series 66 (63/65) as required, and Life/Health/Long Term Care licenses or be willing to obtain within 60 days.

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 license.
• 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 your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of 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

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life Insurance license

Health Insurance license

Long Term Care Insurance license

Job description

JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families, building trusted client relationships and offering tailored investment solutions.

Applicants should have 2+ years as a Financial Advisor, Series 7, Series 66 (63/65) as required, and Life/Health/Long Term Care licenses or be willing to obtain within 60 days.