Private Wealth Advisor – San Diego North Central

Next Frontier Capital; California (MO); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build lasting client relationships, rely on leadership and referrals, and provide expert guidance while embracing digital channels.

The role emphasizes goals-based planning, client acquisition, and a strong adherence to fiduciary standards, with preferred CFP certification and a Bachelor’s degree.

Qualifications

• Minimum 2 years in a financial advisor role or equivalent experience.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 required or within 60 days.
• Life, Health and Long Term Care Insurance licenses required or within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisor services.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and focusing on client needs and education.
• Embrace digital tools to enhance client monitoring and engagement.
• Provide holistic financial coaching beyond investments.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity

Financial coaching

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build lasting client relationships, rely on leadership and referrals, and provide expert guidance while embracing digital channels.

The role emphasizes goals-based planning, client acquisition, and a strong adherence to fiduciary standards, with preferred CFP certification and a Bachelor’s degree.