Private Client Advisor: Wealth & Relationship Builder

JPMorgan Chase & Co.; Thousand Oaks (CA); On-site; USD 75,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Thousand Oaks seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance for individuals and families, from savers to high-net-worth clients.

You will build deep client relationships, collaborate with partners, and deliver advised solutions while embracing digital tools to enhance the investor experience and ensure fiduciary standards.

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

• 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. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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

Financial planning

Goals-based planning

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Thousand Oaks seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance for individuals and families, from savers to high-net-worth clients.

You will build deep client relationships, collaborate with partners, and deliver advised solutions while embracing digital tools to enhance the investor experience and ensure fiduciary standards.