Private Wealth Advisor

Aumni; Los Alamitos (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Commission-based pay and discretionary

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build strong client relationships, provide personalized investment solutions, and educate clients on digital tools for monitoring and managing their investments.

The role emphasizes integrity, trust, and a client-centric approach, with opportunities to work across a broad range of financial products and services

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.
• 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.
• Educate clients on the technology and channels available to them to 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

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build strong client relationships, provide personalized investment solutions, and educate clients on digital tools for monitoring and managing their investments.

The role emphasizes integrity, trust, and a client-centric approach, with opportunities to work across a broad range of financial products and services