Private Client Wealth Advisor: Holistic Planning & Growth

Testing Site - JPMC; Gardena (CA); On-site; USD 100,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will grow a book of business, rely on relationship-building skills, and navigate digital channels to enhance client experience while upholding the firm's standards and fiduciary

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 is required or must be obtained prior to starting.
• 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

Client relationship management

Financial planning advice

Market knowledge

Digital banking adoption

Education

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will grow a book of business, rely on relationship-building skills, and navigate digital channels to enhance client experience while upholding the firm's standards and fiduciary