Private Client Wealth Advisor - Digital-First Relationships

JPMorgan Chase; Santa Cruz (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Discretionary incentive compensation

Retirement savings plan

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families. You will build relationships, provide advised solutions, and deepen client connections across digital and in-branch channels.

The role emphasizes fiduciary client service, adherence to licensed requirements, and collaboration with partners to enhance the investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting in role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role as a condition of employment.

Responsibilities

• Champion and support teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Technology literacy

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families. You will build relationships, provide advised solutions, and deepen client connections across digital and in-branch channels.

The role emphasizes fiduciary client service, adherence to licensed requirements, and collaboration with partners to enhance the investor experience.