Private Wealth Advisor: Holistic Planning & Growth

JPMorganChase; Hemet (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor in Hemet, California, to deliver personalized financial planning and investment solutions. The role requires at least 2 years of relevant experience and licenses, including Series 7. As an advisor, you will foster relationships with clients, enhance their investment experiences, and support their financial goals. A competitive rewards package is offered, including commission-based pay and comprehensive benefits. Commitment to diversity and inclusion is a cornerstone of our workplace culture.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and bank goals.
• Deliver personalized investment solutions based on relationship management.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets knowledge

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Hemet, California, to deliver personalized financial planning and investment solutions. The role requires at least 2 years of relevant experience and licenses, including Series 7. As an advisor, you will foster relationships with clients, enhance their investment experiences, and support their financial goals. A competitive rewards package is offered, including commission-based pay and comprehensive benefits. Commitment to diversity and inclusion is a cornerstone of our workplace culture.