Private Client Wealth Advisor – Growth & Digital Investing

JPMorganChase; Lompoc (CA); On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorganChase is seeking a Private Client Advisor in wealth management to deliver comprehensive financial planning and investment guidance for individuals and families. You will build trusted relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes client-centric investment advice, collaboration with partners, and a commitment to integrity, continuously educating clients about digital channels and monitoring tools for their portfolios.

Qualifications

• 2+ years in a Financial Advisor or equivalent role.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Licensed/eligible: Series 7, Series 66, Life/Health/LTC insurance.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and bank goals with a culture of diversity.
• Demonstrate understanding of financial markets and sound judgment.
• Provide financial coaching beyond investments and educate clients on digital tools.
• Embrace digital channels to empower clients to monitor and manage investments.

Skills

Client relationship management

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

JPMorganChase is seeking a Private Client Advisor in wealth management to deliver comprehensive financial planning and investment guidance for individuals and families. You will build trusted relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes client-centric investment advice, collaboration with partners, and a commitment to integrity, continuously educating clients about digital channels and monitoring tools for their portfolios.