Private Client Wealth Advisor

Testing Site - JPMC; Brea (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and advise individuals and families on investment solutions. You will build lasting client relationships and rely on leadership to deliver personalized investment strategies.

You will guide clients through markets, demonstrate integrity, and educate them on digital tools to monitor and manage investments while offering holistic financial coaching beyond investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on relationship-building skills.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and do what is best for clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how and when they want.

Skills

Relationship building

Financial planning

Client acquisition

Goals-based planning

Series 7

Series 66

Life, Health and LTC license

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and advise individuals and families on investment solutions. You will build lasting client relationships and rely on leadership to deliver personalized investment strategies.

You will guide clients through markets, demonstrate integrity, and educate them on digital tools to monitor and manage investments while offering holistic financial coaching beyond investments.