Private Client Advisor - Wealth Strategy & Digital Guidance

Testing Site - JPMC; Santa Ana (CA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

JPMorgan Chase invites applications for a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering investment solutions.

The role emphasizes partnering with clients to understand goals, manage risk, and use digital tools to monitor and optimize accounts. A strong commitment to integrity, client service, and cross‑team collaboration is essential.

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• 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

Aufgaben

• 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.
• 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.

Kenntnisse

Relationship-building

Client acquisition

Financial advising

Goals-based planning

Licensing knowledge

Ausbildung

Bachelor’s degree

Jobbeschreibung

JPMorgan Chase invites applications for a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering investment solutions.

The role emphasizes partnering with clients to understand goals, manage risk, and use digital tools to monitor and optimize accounts. A strong commitment to integrity, client service, and cross‑team collaboration is essential.