Private Wealth Advisor - Relationship & Planning Specialist

JPMorganChase; Glendale (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

JPMorganChase is looking for a Financial Advisor in Glendale, California, to champion success for clients and deliver personalized investment solutions. Candidates should have at least 2 years in the financial advisory field and possess necessary certifications, including a Series 7 and Series 66 license.

The role emphasizes building strong relationships, offering holistic financial coaching, and inspiring clients to utilize digital platforms effectively. We value diversity and inclusivity and do not discriminate based on any protected attributes.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and the bank’s goals.
• Deliver personalized investment solutions to clients.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Digital confidence

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is looking for a Financial Advisor in Glendale, California, to champion success for clients and deliver personalized investment solutions. Candidates should have at least 2 years in the financial advisory field and possess necessary certifications, including a Series 7 and Series 66 license.

The role emphasizes building strong relationships, offering holistic financial coaching, and inspiring clients to utilize digital platforms effectively. We value diversity and inclusivity and do not discriminate based on any protected attributes.