Private Client Wealth Advisor

Testing Site - JPMC; Torrance (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, deliver tailored investment solutions, and leverage JPMorgan Chase resources to enhance the client experience. Responsibilities include growing a book of business, understanding markets, and educating clients on digital tools for monitoring and managing their investments,

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Strong ability to deliver goals-based planning and advice.
• Licenses: Series 7 and Series 66 (63/65) active or within 60 days of start.
• Life, Health and Long Term Care Insurance license active or within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain integrity and act in clients' best interests.
• Leverage JPMorgan Chase resources to deepen client relationships.

Skills

Client relationship building

Goal-based planning

Financial markets knowledge

Regulatory compliance

Education

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, deliver tailored investment solutions, and leverage JPMorgan Chase resources to enhance the client experience. Responsibilities include growing a book of business, understanding markets, and educating clients on digital tools for monitoring and managing their investments,