Private Wealth Advisor — Personal Investing & Client Growth

JPMorganChase; Los Alamitos (CA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in California is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. The role focuses on building client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of experience in a similar position and hold necessary licenses. The company values diversity and inclusion and offers a competitive benefits package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 (63/65) license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic view of clients’ needs and financial coaching.
• Embrace digital innovations for client engagement.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital technology education

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Financial market analysis tools

Job description

A leading financial services firm in California is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. The role focuses on building client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of experience in a similar position and hold necessary licenses. The company values diversity and inclusion and offers a competitive benefits package.