Private Client Wealth Advisor & Digital Solutions

JPMorgan Chase & Co.; Fresno (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor in Chase Wealth Management to deliver integrated financial planning and investment guidance for individuals and families.

You will build relationships, deepen client engagement through referrals and advisory solutions, and uphold the highest standards of integrity while staying current with markets and digital tools. You will collaborate with partners and leverage a broad product platform to meet diverse financial needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in the 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 the role as a condition of employment.

Responsibilities

• Champion and support your 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 your clients by relying on leadership and relationship-building skills.
• 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 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 management

Financial markets knowledge

Licensing awareness

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor in Chase Wealth Management to deliver integrated financial planning and investment guidance for individuals and families.

You will build relationships, deepen client engagement through referrals and advisory solutions, and uphold the highest standards of integrity while staying current with markets and digital tools. You will collaborate with partners and leverage a broad product platform to meet diverse financial needs.