Private Client Wealth Advisor - Holistic Planning

Fairygodboss; Turlock (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families. You will build lasting client relationships, collaborate with partners, and provide holistic financial coaching.

Ideal candidates have 2+ years in financial advisory, active Series 7 and Series 66, and licenses for Life, Health, and Long-Term Care insurance, with CFP preferred and a bachelor’s degree

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or obtained within 60 days.
• Life, Health and Long Term Care insurance licenses required or obtained within 60 days.

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.

Skills

Relationship-building

Financial planning

Client acquisition

Communication

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families. You will build lasting client relationships, collaborate with partners, and provide holistic financial coaching.

Ideal candidates have 2+ years in financial advisory, active Series 7 and Series 66, and licenses for Life, Health, and Long-Term Care insurance, with CFP preferred and a bachelor’s degree