Private Client Wealth Advisor

JPMorganChase; San Leandro (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorganChase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support a wide range of clients, from new savers to high-net-worth, delivering advised solutions and referrals to deepen client relationships.

You will build a book of business, demonstrate market understanding, and guide clients using a client-first approach with integrity and ongoing coaching on digital tools.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license (active).
• Series 66 license (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

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 with relationship management focus.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when/where they want.

Skills

Relationship-building

Understanding of financial markets

Regulatory compliance

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorganChase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support a wide range of clients, from new savers to high-net-worth, delivering advised solutions and referrals to deepen client relationships.

You will build a book of business, demonstrate market understanding, and guide clients using a client-first approach with integrity and ongoing coaching on digital tools.