Private Client Wealth Advisor

JPMorgan Chase & Co.; Long Beach (CA); On-site; USD 100,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Long Beach is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance to individuals and families.

You will grow your book of business by building relationships, delivering personalized investment solutions, and collaborating with partners to deepen client engagement while helping clients monitor and manage their finances with digital tools.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 license (63/65) is required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days.

Responsibilities

• Champion and support 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 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.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Series 7 license

Series 66 license (63/65) required or within 60 days

Life, Health and Long Term Care Insurance license required or within 60 days

Job description

JPMorgan Chase & Co. in Long Beach is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance to individuals and families.

You will grow your book of business by building relationships, delivering personalized investment solutions, and collaborating with partners to deepen client engagement while helping clients monitor and manage their finances with digital tools.