Private Wealth Advisor: Holistic Planning & Growth

JPMorganChase; Rancho Cucamonga (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Private Client Advisor in Rancho Cucamonga, California. This role involves offering comprehensive financial planning and investment solutions to clients, focusing on relationship management and client education. Candidates should have at least 2 years of financial advisory experience, necessary licenses in place, and demonstrate integrity and commitment to client success. JPMorganChase values diversity and inclusion and offers competitive rewards, including benefits and potential commission-based pay.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and 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 within 60 days of starting.
• Valid Life, Health and Long Term Care Insurance license is required within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and foster a culture of diversity.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Knowledge of financial markets

Integrity

Educational skills

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

JPMorganChase is seeking a Private Client Advisor in Rancho Cucamonga, California. This role involves offering comprehensive financial planning and investment solutions to clients, focusing on relationship management and client education. Candidates should have at least 2 years of financial advisory experience, necessary licenses in place, and demonstrate integrity and commitment to client success. JPMorganChase values diversity and inclusion and offers competitive rewards, including benefits and potential commission-based pay.