Private Wealth Advisor - Strategic Financial Planning

JPMorgan Chase & Co.; Union City (CA); On-site; USD 95,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, building a broad client book and delivering tailored investment solutions with a focus on relationship management rather than portfolio specifics. The role requires a minimum of 2 years in financial services, success in client acquisition, and active Series 7 and Series 66 licenses, plus Life/Health/LTC

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.
• 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

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Licenses (Life/Health/LTC)

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, building a broad client book and delivering tailored investment solutions with a focus on relationship management rather than portfolio specifics. The role requires a minimum of 2 years in financial services, success in client acquisition, and active Series 7 and Series 66 licenses, plus Life/Health/LTC