Private Client Wealth Advisor: Relationships & Planning

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

Job summary

JPMorgan Chase & Co. in Long Beach, CA is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, deliver tailored investment solutions, and collaborate with internal partners to deepen client engagement. You will educate clients on digital tools and channels to monitor and manage their investments, while upholding the highest standards of integrity and professional service.

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 or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

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 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 acquisition

Relationship management

Goals-based planning

Financial planning

Communication skills

Regulatory compliance

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health and LTC insurance license

Job description

JPMorgan Chase & Co. in Long Beach, CA is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, deliver tailored investment solutions, and collaborate with internal partners to deepen client engagement. You will educate clients on digital tools and channels to monitor and manage their investments, while upholding the highest standards of integrity and professional service.