Private Wealth Advisor: Holistic Financial Planning

Fairygodboss; Brea (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in California to deliver comprehensive financial planning and advice to individuals and families. You will build a book of business, leverage leadership and relationships, and use digital tools to enhance the investor experience while upholding integrity and regulatory requirements.

Required licenses and credentials, plus a track record in client acquisition, are essential; CFP preferred but not required.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining client relationships.
• Commitment to goals-based planning and personalized advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investment coaching.
• Educate clients on technology and channels to monitor their investments.
• Collaborate with partners to deepen client relationships.

Skills

Financial Advisor

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life, Health and Long Term Care

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in California to deliver comprehensive financial planning and advice to individuals and families. You will build a book of business, leverage leadership and relationships, and use digital tools to enhance the investor experience while upholding integrity and regulatory requirements.

Required licenses and credentials, plus a track record in client acquisition, are essential; CFP preferred but not required.