Private Wealth Advisor: Relationship-Driven Planning

JPMorganChase; Napa (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Napa, CA, is seeking a Private Client Advisor to provide comprehensive financial planning to clients of varying wealth levels. The ideal candidate will have at least 2 years of experience in a Financial Advisor role and a valid Series 7 license. Responsibilities include building client relationships, delivering personalized investment solutions, and fostering a diverse team culture. This role offers a competitive rewards package and emphasizes digital innovation in client interactions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Must possess a valid and active Series 7 and Series 66 licenses.

Responsibilities

• Champion teammate success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for investment management.

Skills

Client acquisition

Relationship management

Financial planning

Business judgment

Digital literacy

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Financial advisory software

Job description

A leading financial services firm in Napa, CA, is seeking a Private Client Advisor to provide comprehensive financial planning to clients of varying wealth levels. The ideal candidate will have at least 2 years of experience in a Financial Advisor role and a valid Series 7 license. Responsibilities include building client relationships, delivering personalized investment solutions, and fostering a diverse team culture. This role offers a competitive rewards package and emphasizes digital innovation in client interactions.