Private Client Wealth Advisor - Digital-First Relationships

JPMorgan Chase; Santa Cruz (CA); On-site; USD 90,000 - 130,000; Full time

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

• Experience in financial planning and investment guidance.
• Strong client relationship and communication skills.
• Fiduciary responsibility and regulatory awareness.

Responsibilities

• Provide comprehensive financial planning and investment guidance to clients.
• Build and deepen client relationships across channels (in-branch and digital).
• Collaborate with partners to enhance client experience and adhere to licensed requirements.

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.