Private Wealth Advisor – Holistic Planning & Digital Tools

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for the Northern San Diego area, including Del Mar and surrounding cities in California.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging Chase Wealth Management resources and digital tools to enhance the client experience. The role emphasizes relationship-building, integrity, and a holistic view of clients’ needs, with a focus on helping clients monitor and

Qualifications

• At least 2 years in financial services.

Responsibilities

• Champion client relationships with a focus on service excellence.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ financial needs beyond investments.
• Embrace digital tools to enhance client engagement and online banking.

Skills

Relationship-building

Client advisory

Financial planning

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for the Northern San Diego area, including Del Mar and surrounding cities in California.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging Chase Wealth Management resources and digital tools to enhance the client experience. The role emphasizes relationship-building, integrity, and a holistic view of clients’ needs, with a focus on helping clients monitor and