Private Client Wealth Advisor

JPMorgan Chase & Co.; Moorpark (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

A leading financial services company seeks a Private Client Advisor to deliver personalized investment solutions while building client relationships. Located in Moorpark, California, this role requires a commitment to client education and support using digital innovations. The ideal candidate will have at least 2 years of relevant experience, valid licenses, and a passion for financial planning. Join a diverse team to enhance client investment experiences.

Qualifications

• Minimum 2 years as a Financial Advisor or similar role.
• Success in client acquisition and relationship management.
• Must obtain Series 66 and insurance licenses within 60 days.

Responsibilities

• Support teammates and client success while promoting diversity.
• Build client relationships and deliver tailored investment solutions.
• Educate clients on digital tools for investment management.

Skills

Client acquisition

Financial planning

Relationship management

Digital technology education

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services company seeks a Private Client Advisor to deliver personalized investment solutions while building client relationships. Located in Moorpark, California, this role requires a commitment to client education and support using digital innovations. The ideal candidate will have at least 2 years of relevant experience, valid licenses, and a passion for financial planning. Join a diverse team to enhance client investment experiences.