Private Client Advisor: Wealth Strategy & Relationships

Fairygodboss; Palmdale (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Palmdale, California, to offer comprehensive financial planning and advice. The ideal candidate will manage relationships across diverse clientele while delivering personalized investment solutions.

Successful applicants must have a valid Series 7 and Series 66 license, demonstrating integrity and a deep understanding of financial markets. The role emphasizes client acquisition, fostering diversity, and educating clients on technology specific to investment management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability to adhere to goals-based planning and advice.

Responsibilities

• Champion teamwork and foster a culture of diversity.
• Build a book of business with personalized investment solutions.
• Educate clients on available technology and channels.

Skills

Client acquisition

Financial markets understanding

Relationship management

Financial coaching

Digital confidence

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Palmdale, California, to offer comprehensive financial planning and advice. The ideal candidate will manage relationships across diverse clientele while delivering personalized investment solutions.

Successful applicants must have a valid Series 7 and Series 66 license, demonstrating integrity and a deep understanding of financial markets. The role emphasizes client acquisition, fostering diversity, and educating clients on technology specific to investment management.