Private Wealth Advisor: Relationship & Planning Leader

Fairygodboss; Diamond Bar (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and tailored investment solutions to individuals and families, building deep client relationships and expanding the book of business.

The role emphasizes goals-based planning, client education on digital channels, and collaboration with partners to deliver an outstanding investor experience within a diverse, inclusive culture.

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.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses, or obtain within 60 days.
• Active Life, Health and Long Term Care Insurance licenses, or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with leadership and relationship-building.
• Provide a holistic view of client needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital tools to help clients stay digitally confident in banking.

Skills

Client acquisition

Relationship-building

Financial planning

Understanding of financial markets

Integrity

Education

Bachelor's degree

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and tailored investment solutions to individuals and families, building deep client relationships and expanding the book of business.

The role emphasizes goals-based planning, client education on digital channels, and collaboration with partners to deliver an outstanding investor experience within a diverse, inclusive culture.