Senior Private Client Advisor & Wealth Solutions Architect

JPMorganChase; Del Mar (CA); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plans

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase seeks a Relationship Manager in Del Mar, California, to develop relationships with high-net-worth clients. The role requires over 10 years in financial services, focusing on tailored solutions and business growth. The position offers a competitive salary of $150,000 per year, with a bi-annual incentive program and comprehensive benefits including health coverage and financial coaching.

Qualifications

• 10+ years in financial services with affluent or complex relationship management experience.
• Strong high-net-worth referral network.
• Minimum licensing: SIE, FINRA Series 7, and Series 66 (or 63 & 65).

Responsibilities

• Cultivate and manage relationships with affluent clients.
• Collaborate with partners to address client needs and provide tailored solutions.
• Acquire new clients and deepen existing relationships.

Skills

Relationship management

Business development

Financial acumen

Networking

Education

College degree or military equivalent

Job description

JPMorganChase seeks a Relationship Manager in Del Mar, California, to develop relationships with high-net-worth clients. The role requires over 10 years in financial services, focusing on tailored solutions and business growth. The position offers a competitive salary of $150,000 per year, with a bi-annual incentive program and comprehensive benefits including health coverage and financial coaching.