Private Client Wealth Advisor - Holistic Planning

JPMorgan Chase & Co.; Lakewood (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and connect clients with Chase referrals to deepen client engagement. You will guide clients through diverse financial needs, monitor markets, and educate on digital channels and tools to manage investments securely.

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.

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

Relationship-building

Financial planning

Client acquisition

Regulatory compliance

Financial markets understanding

Digital channels

Education

Series 7 license

Series 66 license (63/65)

Life, Health and LTC license

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and connect clients with Chase referrals to deepen client engagement. You will guide clients through diverse financial needs, monitor markets, and educate on digital channels and tools to manage investments securely.