Private Wealth Advisor: Relationship & Planning Expert

JPMorgan Chase & Co.; Rancho Cucamonga (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and offering tailored solutions.

The role emphasizes goals-based planning, integrity, and educating clients on digital tools to monitor and manage their investments. Licensing timelines and collaboration with Chase partners are key expectations.

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 license is required.
• 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.

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.
• 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

Relationship-building

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/ LTC license

Financial planning

Education

Bachelor’s degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and offering tailored solutions.

The role emphasizes goals-based planning, integrity, and educating clients on digital tools to monitor and manage their investments. Licensing timelines and collaboration with Chase partners are key expectations.