Private Client Wealth Advisor: Relationship Builder

JPMorgan Chase & Co.; San Luis Obispo (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution in California seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have a minimum of 2 years' experience in a Financial Advisor role and demonstrate strong client acquisition and relationship management skills. Responsibilities include building a book of business, educating clients on technology, and supporting the bank's goals in a diverse environment. Competitive qualifications include a Series 7 and Series 66 license, with a preference for CFP certification.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates’ success and bank goals.
• Build a book of business with personalized investment solutions.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Digital innovations

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Job description

A leading financial institution in California seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have a minimum of 2 years' experience in a Financial Advisor role and demonstrate strong client acquisition and relationship management skills. Responsibilities include building a book of business, educating clients on technology, and supporting the bank's goals in a diverse environment. Competitive qualifications include a Series 7 and Series 66 license, with a preference for CFP certification.