Strategic Private Client Advisor

JPMorgan Chase & Co.; Union City (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and advise individuals and families.

You will provide tailored investment solutions and an exceptional investor experience while leveraging Chase referrals to deepen client relationships. You will build a book of business and rely on leadership and relationship-building skills, with a strong emphasis on integrity, education of clients about digital

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 relationship-building

Series 7

Series 66

Life/Health/Long Term Care license

Goals-based planning

Education

CFP certification (preferred)

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and advise individuals and families.

You will provide tailored investment solutions and an exceptional investor experience while leveraging Chase referrals to deepen client relationships. You will build a book of business and rely on leadership and relationship-building skills, with a strong emphasis on integrity, education of clients about digital