Private Wealth Advisor: Client Growth & Planning

JPMorganChase; Thousand Oaks (CA); On-site; USD 80,000 - 100,000; 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 is seeking a Private Client Advisor in Thousand Oaks, CA to offer personalized financial planning and investment advice to clients. Ideal candidates will have at least 2 years of experience in financial services and a commitment to client education. This role emphasizes relationship management and offers competitive rewards including potential commission. Join a company that values diversity and inclusion, provides comprehensive employee benefits, and supports financial growth for clients.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in cultivating client relationships.
• Must obtain Series 66 and Life, Health and Long Term Care Insurance license within 60 days.

Responsibilities

• Support teammates and bank goals, fostering diversity.
• Build a book of business with personalized investment solutions.
• Provide financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial market knowledge

Integrity

Passion for client education

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

A leading financial services firm is seeking a Private Client Advisor in Thousand Oaks, CA to offer personalized financial planning and investment advice to clients. Ideal candidates will have at least 2 years of experience in financial services and a commitment to client education. This role emphasizes relationship management and offers competitive rewards including potential commission. Join a company that values diversity and inclusion, provides comprehensive employee benefits, and supports financial growth for clients.