Private Client Wealth Advisor

JPMorgan Chase & Co.; Turlock (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

A leading global financial services firm in California is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build relationships with clients, deliver personalized investment solutions, and support a culture of diversity within the team. The ideal candidate will have at least 2 years of relevant experience and required licenses to enhance client experience. Join a dynamic environment that values both client success and your professional growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid and active Series 7, Series 66, and Life, Health and Long Term Care Insurance licenses required or must be obtained.
• Certified Financial Planning (CFP®) certification preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Champion and support teammates’ success.
• Provide a holistic view of clients’ needs beyond investments.
• Embrace digital innovations for better client service.

Skills

Client acquisition

Relationship management

Financial planning

Educating clients

Understanding of financial markets

Education

Bachelor's degree

Job description

A leading global financial services firm in California is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build relationships with clients, deliver personalized investment solutions, and support a culture of diversity within the team. The ideal candidate will have at least 2 years of relevant experience and required licenses to enhance client experience. Join a dynamic environment that values both client success and your professional growth.