Private Wealth Advisor - Holistic Planning & Digital

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

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build deep client relationships, offer advised solutions, and coordinate with Chase partners to deepen client engagement.

The role emphasizes education on technology-enabled channels, holistic financial coaching, and a commitment to integrity and diversity within a leading wealth management team.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial planning

Communication

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build deep client relationships, offer advised solutions, and coordinate with Chase partners to deepen client engagement.

The role emphasizes education on technology-enabled channels, holistic financial coaching, and a commitment to integrity and diversity within a leading wealth management team.