Private Client Wealth Advisor — Digital-First Planning

JPMorgan Chase & Co.; Lakewood (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will help clients build durable relationships and deliver tailored solutions, leveraging digital tools to enhance the investor experience. The role emphasizes a holistic view of client needs, strong ethics, and partnership with in-house specialists.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based planning and financial advice.
• Active Series 7 license and Series 66 (63/65) within 60 days.
• Active Life, Health and Long Term Care licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and guidance to clients.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold high integrity and client-focused standards.
• Educate clients on technology and digital channels for monitoring investments.
• Offer holistic financial coaching beyond investments.
• Promote digital tools to enable clients to bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will help clients build durable relationships and deliver tailored solutions, leveraging digital tools to enhance the investor experience. The role emphasizes a holistic view of client needs, strong ethics, and partnership with in-house specialists.