Private Client Advisor - Wealth Strategy & Relationships

Testing Site - JPMC

Roseville (CA)

On-site

USD 90,000 - 140,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions to individuals and families. You will cultivate client relationships and collaborate with partners to deliver tailored advice across various channels.

The role requires at least 2 years in financial services, active securities licenses, and a commitment to ethical, goals-based planning.

Qualifications

At least 2 years in a Financial Advisor role or equivalent.
Proven success in client acquisition and relationship management.
Commitment to goals-based planning and advice.
Active Series 7 license.
Active Series 66 license or must be obtained within 60 days of starting.

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.
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.