Private Client Wealth Advisor: Grow Relationships

JPMorgan Chase & Co.; Monterey (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading financial services institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice. Candidates should have at least 2 years of relevant experience. Responsibilities include building client relationships, delivering personalized solutions, and educating clients on investment technologies. A valid Series 7 and Series 66 are required, along with a Life, Health, and Long Term Care Insurance license. Join a dynamic team committed to diversity and exceptional client service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and relationship management leadership.
• Ability to provide goals-based planning and financial advice.

Responsibilities

• Champion teammate success and foster a diverse culture.
• Build and manage a book of business with personalized solutions.
• Educate clients on technology to handle their investments.

Skills

Client acquisition

Relationship management

Financial planning

Digital innovation

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 License

Series 66 License (63/65)

Life, Health and Long Term Care Insurance License

Job description

A leading financial services institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice. Candidates should have at least 2 years of relevant experience. Responsibilities include building client relationships, delivering personalized solutions, and educating clients on investment technologies. A valid Series 7 and Series 66 are required, along with a Life, Health, and Long Term Care Insurance license. Join a dynamic team committed to diversity and exceptional client service.