Private Wealth Advisor – Client Solutions

JPMorganChase

Ventura (CA)

On-site

USD 110,000 - 180,000

Full time

6 days ago

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Job summary

JPMorganChase is seeking a Private Client Advisor in Wealth Management to deliver comprehensive financial planning and guidance to individuals and families. You will build client relationships, provide advised solutions, and leverage Chase partner referrals to deepen client engagements.

The role emphasizes integrity, a strong client focus, and the ability to educate clients on digital tools to monitor investments.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and relationship management.
Demonstrated ability and commitment to goals-based planning and advice.
Active Series 7 license.
Active Series 66 (63/65) required or within 60 days of start.
Active Life, Health and Long Term Care insurance license or within 60 days of start.

Responsibilities

Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
Provide comprehensive financial planning and investment advice to individuals and families.
Demonstrate deep understanding of financial markets and sound business judgment.
Maintain client trust with integrity and high ethical standards.
Educate clients on technology and channels to monitor and manage investments.
Offer holistic advice beyond investments and extend financial coaching.
Embrace digital tools to enhance client engagement and access.