Private Wealth Advisor - Client-Centric & Digital Investing

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will deliver comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering exceptional investor experiences. Responsibilities emphasize relationship management over portfolio management, leveraging digital tools to empower clients, expand your book of business, and collaborate with partners to provide holistic financial guidance

Qualifications

• Minimum 2 years as a Financial Advisor or in financial services.
• Proven success in acquiring and maintaining clients and partnerships.
• Ability to provide goals-based planning and advice.
• Active Series 7 license; Series 66 license or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Lead with relationship management and collaboration with partners.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain high integrity and client-first approach.
• Educate clients on digital tools and channels for investment monitoring.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree

CFP certification

Series 7 license

Series 66 license

Life, Health & LTC Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will deliver comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering exceptional investor experiences. Responsibilities emphasize relationship management over portfolio management, leveraging digital tools to empower clients, expand your book of business, and collaborate with partners to provide holistic financial guidance