Private Wealth Advisor: Holistic Planning & Digital Solutions

Aumni; Thousand Oaks (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor to deliver comprehensive financial planning to individuals and families in a dynamic wealth management environment.

You will nurture client relationships, coordinate with partners, and drive growth while maintaining high ethical standards and client-first service. The role emphasizes education on digital channels, a holistic view of needs, and a commitment to delivering exceptional investor experiences with

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• 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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• 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

Investment solutions

Financial markets understanding

Integrity

Digital channel education

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Bachelor’s degree preferred

Job description

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor to deliver comprehensive financial planning to individuals and families in a dynamic wealth management environment.

You will nurture client relationships, coordinate with partners, and drive growth while maintaining high ethical standards and client-first service. The role emphasizes education on digital channels, a holistic view of needs, and a commitment to delivering exceptional investor experiences with