Private Client Wealth Advisor: Grow Legacies

JPMorgan Chase

Lancaster (CA)

On-site

USD 70,000 - 80,000

Full time

14 days+

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Job summary

JPMorgan Chase is seeking a Private Client Advisor for the Palmdale/Lancaster area in California. You will deliver comprehensive financial planning and investment advice to individuals and families, building strong client relationships and coordinating with partners to meet client needs.

Role emphasizes scalable client acquisition, adherence to regulatory requirements, and leveraging digital tools to enhance the client experience.

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.
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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. 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 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