Senior Private Client Advisor & Wealth Solutions Architect

JPMorganChase; Irvine (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 is seeking a dedicated Relationship Manager to enrich high-net-worth client relationships in Irvine, California. This role demands over 10 years of experience in financial services, with a strong success record in relationship building and business development. Responsibilities include offering tailored financial solutions and maintaining compliance with regulatory standards. The position offers a competitive base salary of $150,000, bi-annual incentive compensation, and comprehensive benefits including health care and retirement savings plans.

Qualifications

• 10+ years in financial services, including affluent relationship management.
• Strong referral network and proven success in client relationships.
• Ability to solve complex financial challenges.

Responsibilities

• Cultivate meaningful relationships with high-net-worth clients.
• Deliver personalized experiences that exceed expectations.
• Collaborate with clients to craft bespoke financial solutions.

Skills

Financial services experience

Relationship management

Business development

Financial acumen

Client relationship building

Education

College degree or military equivalent

Tools

FINRA Series 7

FINRA Series 66 (or 63 & 65)

SIE exam

Job description

JPMorganChase is seeking a dedicated Relationship Manager to enrich high-net-worth client relationships in Irvine, California. This role demands over 10 years of experience in financial services, with a strong success record in relationship building and business development. Responsibilities include offering tailored financial solutions and maintaining compliance with regulatory standards. The position offers a competitive base salary of $150,000, bi-annual incentive compensation, and comprehensive benefits including health care and retirement savings plans.