Private Client Wealth Advisor — Holistic Financial Planning

JPMorgan Chase; Auburn (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

JPMorgan Chase Wealth Management is looking for a Private Client Advisor to serve clients in Lincoln, Auburn, CA and surrounding areas. You will help individuals and families with comprehensive financial planning and investment guidance, leveraging Chase’s platforms and digital tools.

Requirements include at least 2 years in a financial advisory role, active Series 7 and 66 licenses, and Life/Health/LTC licenses (60 days to obtain). CFP and a BA/BS are preferred.

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 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.

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

Financial advisor experience

Client acquisition & relationships

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase Wealth Management is looking for a Private Client Advisor to serve clients in Lincoln, Auburn, CA and surrounding areas. You will help individuals and families with comprehensive financial planning and investment guidance, leveraging Chase’s platforms and digital tools.

Requirements include at least 2 years in a financial advisory role, active Series 7 and 66 licenses, and Life/Health/LTC licenses (60 days to obtain). CFP and a BA/BS are preferred.