Private Client Wealth Advisor for Personal Planning

JPMorganChase; Del Mar (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a book of business, deliver personalized investment solutions, and deepen client relationships through strategic partnerships with internal teams.

The role requires active securities licenses (Series 7, 66) and life/health/long-term care insurance licenses or a plan to obtain them within 60 days.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• Federal Deposit Insurance Act compliance.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident.

Skills

Client acquisition

Relationship building

Financial advisory

Financial planning

Digital channels education

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorganChase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a book of business, deliver personalized investment solutions, and deepen client relationships through strategic partnerships with internal teams.

The role requires active securities licenses (Series 7, 66) and life/health/long-term care insurance licenses or a plan to obtain them within 60 days.