Private Wealth Advisor — Relationship-Driven Planning

JPMorgan Chase & Co.; Pasadena (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in Pasadena is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will help clients achieve their financial goals by offering advised solutions and leveraging Chase's digital channels.

You will build relationships, stay abreast of market developments, and provide trusted coaching beyond investments while complying with regulatory requirements.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66 (63/65)

Life/Health/ LTC license

Job description

JPMorgan Chase & Co. in Pasadena is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will help clients achieve their financial goals by offering advised solutions and leveraging Chase's digital channels.

You will build relationships, stay abreast of market developments, and provide trusted coaching beyond investments while complying with regulatory requirements.