Private Client Wealth Advisor

Testing Site - JPMC; Eureka (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build deep client relationships and provide investment solutions with a focus on holistic financial coaching.

The role emphasizes wealth management, digital tools to monitor investments, and a strong commitment to integrity and client service. A path to growth within private client advisory is offered.

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 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.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.

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 clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that aligns with doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Financial advisory

Client acquisition

Relationship building

Goals-based planning

Regulatory licensing

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build deep client relationships and provide investment solutions with a focus on holistic financial coaching.

The role emphasizes wealth management, digital tools to monitor investments, and a strong commitment to integrity and client service. A path to growth within private client advisory is offered.