Private Wealth Advisor: Holistic Planning & Growth

JPMorganChase; San Diego (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is seeking a Private Client Advisor in San Diego, California. The candidate will provide comprehensive financial planning, deliver exceptional investment solutions, and foster client relationships. Responsibilities include building a book of business and educating clients on available technology. Qualifications include at least 2 years in a Financial Advisor role and valid financial licenses. The job offers a competitive rewards package and emphasizes diversity and inclusion in the workplace.

Qualifications

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

Responsibilities

• Support teammates’ success and bank goals, fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' financial needs.

Skills

Client acquisition

Relationship management

Financial coaching

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in San Diego, California. The candidate will provide comprehensive financial planning, deliver exceptional investment solutions, and foster client relationships. Responsibilities include building a book of business and educating clients on available technology. Qualifications include at least 2 years in a Financial Advisor role and valid financial licenses. The job offers a competitive rewards package and emphasizes diversity and inclusion in the workplace.