Private Wealth Advisor – Relationship & Planning Expert

Aumni; Fresno (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will leverage leadership and relationship-building skills to grow a book of business and provide tailored investment solutions.

The role emphasizes education of clients on digital channels, integration with key partners, and delivering an exceptional investor experience across self-directed and advisory services.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven success in client acquisition, cultivating and maintaining client relationships
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) 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 clients focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity in doing right by clients at every opportunity
• Educate clients on technology and channels to monitor, maintain, and handle 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 how they want

Skills

Client relationships

Financial planning

Market understanding

Integrity

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will leverage leadership and relationship-building skills to grow a book of business and provide tailored investment solutions.

The role emphasizes education of clients on digital channels, integration with key partners, and delivering an exceptional investor experience across self-directed and advisory services.