Private Client Wealth Advisor

Aumni; Napa (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Napa, California. In this role, you will provide comprehensive financial planning and personalized investment solutions to individuals and families. You will build strong relationships with clients, ensuring an exceptional investor experience while supporting diverse financial needs.

To excel, you should possess at least 2 years in a financial advisory role, valid financial licenses (Series 7 and 66), and demonstrate strong client acquisition abilities. The position offers competitive compensation and extensive benefits.

Qualifications

• At least 2 years of experience in a Financial Advisor role.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide financial coaching beyond investments.
• Champion teammates’ success and bank goals.

Skills

Financial Advisor experience

Client acquisition

Relationship management

Financial market understanding

Technology education

Education

Bachelor’s degree

CFP certification

Tools

Series 7

Series 66

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Napa, California. In this role, you will provide comprehensive financial planning and personalized investment solutions to individuals and families. You will build strong relationships with clients, ensuring an exceptional investor experience while supporting diverse financial needs.

To excel, you should possess at least 2 years in a financial advisory role, valid financial licenses (Series 7 and 66), and demonstrate strong client acquisition abilities. The position offers competitive compensation and extensive benefits.