Private Wealth Advisor — Holistic Planning

Aumni; Modesto (CA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families in California.

You will build a book of business, deliver tailored investment solutions, and partner with colleagues to deepen client relationships. You will require at least 2 years in a Financial Advisor role, Series 7 and Series 66, and Life/Health/Long-Term Care licenses or plan to obtain them within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Strong ability to acquire, grow and manage client relationships.
• Proficient in goals-based financial planning and advice.
• Must hold Series 7 license; Series 66 required or to be obtained within 60 days.
• License in Life, Health and Long Term Care Insurance required or to be obtained within 60 days.
• CFP certification preferred; Bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain unwavering integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Financial planning

Investment knowledge

Series 7 license

Series 66 license

Education

Bachelor's degree

Job description

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families in California.

You will build a book of business, deliver tailored investment solutions, and partner with colleagues to deepen client relationships. You will require at least 2 years in a Financial Advisor role, Series 7 and Series 66, and Life/Health/Long-Term Care licenses or plan to obtain them within 60 days.