Private Wealth Advisor | Build Lasting Client Relationships

JPMorgan Chase & Co.; San Clemente (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in San Clemente is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The ideal candidate should have at least 2 years of experience in a Financial Advisor role, with a strong understanding of financial markets and a passion for delivering exceptional client experiences. This position offers a competitive total rewards package including health coverage and retirement plans.

Qualifications

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

Responsibilities

• Champion team success and foster diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide holistic view of clients' financial needs.

Skills

Client acquisition

Relationship management

Financial coaching

Investment solutions

Education

2+ years in a Financial Advisor role

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Tools

Financial planning software

Job description

A leading financial services firm in San Clemente is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The ideal candidate should have at least 2 years of experience in a Financial Advisor role, with a strong understanding of financial markets and a passion for delivering exceptional client experiences. This position offers a competitive total rewards package including health coverage and retirement plans.