Private Wealth Advisor: Relationship-Driven Planning

Aumni; Chico (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement savings plan

Back-up childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Advisor to deliver holistic financial planning and investment advice to individuals and families within Chase Wealth Management. You will build trusted relationships and connect clients with Advisor partners to meet their financial goals.

The role emphasizes integrity, client service excellence, and a strong compliance mindset. You'll work with a broad range of clients, from new savers to high-net-worth families, providing tailored solutions and

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven ability to acquire and cultivate clients and work with partners.
• Strong goals-based planning and advisory experience.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
• CFP certification preferred.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Series 7 license

Series 66 license

Life/Health/Long Term Care insurance

Client relationship management

Financial planning

Sales & advisory

Education

CFP certification

Bachelor’s degree

Job description

JPMorgan Chase is seeking a Private Client Advisor to deliver holistic financial planning and investment advice to individuals and families within Chase Wealth Management. You will build trusted relationships and connect clients with Advisor partners to meet their financial goals.

The role emphasizes integrity, client service excellence, and a strong compliance mindset. You'll work with a broad range of clients, from new savers to high-net-worth families, providing tailored solutions and