Private Wealth Advisor | Holistic Planning & Digital Tools

Aumni; Manhattan Beach (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Base salary with bonus

Commission/incentive pay

Health insurance

401(k) plan

Job summary

J.P. Morgan Chase Wealth Management in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted advisory relationships and coordinate with partners to meet clients’ needs using a digitally enabled wealth-management platform. You will cultivate a book of business, demonstrate market insight, uphold integrity, and educate clients on technology and channels to monitor, maintain, and

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 license.
• 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 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.
• 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

Financial advisory

Client relationships

Business development

Industry knowledge

Communication

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase Wealth Management in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted advisory relationships and coordinate with partners to meet clients’ needs using a digitally enabled wealth-management platform. You will cultivate a book of business, demonstrate market insight, uphold integrity, and educate clients on technology and channels to monitor, maintain, and