Private Client Wealth Advisor

JPMorganChase; San Jose (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a Private Client Advisor in San Jose, California. The advisor will provide comprehensive financial planning and investment solutions to clients ranging from new savers to high-net-worth individuals. Candidates should have at least 2 years of experience in financial advising and a strong commitment to client relationships and goals-based planning. Licenses such as Series 7 and Series 66 (or 63/65), as well as a Life, Health, and Long Term Care Insurance license, are required.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build personalized investment solutions for clients.
• Demonstrate sound business judgment and integrity.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship building

Financial coaching

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services company is seeking a Private Client Advisor in San Jose, California. The advisor will provide comprehensive financial planning and investment solutions to clients ranging from new savers to high-net-worth individuals. Candidates should have at least 2 years of experience in financial advising and a strong commitment to client relationships and goals-based planning. Licenses such as Series 7 and Series 66 (or 63/65), as well as a Life, Health, and Long Term Care Insurance license, are required.