Strategic Private Wealth Advisor

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

Job summary

JPMorgan Chase & Co. in Palmdale, CA seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advised solutions for individuals and families.

You will build deep client relationships, provide tailored investment guidance, and collaborate with Chase partner referrals to deepen client engagements. You will support clients from new savers to high-net-worth individuals, leveraging leadership, relationship-building, and a strong understanding of

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses active or must be obtained within 60 days of starting.
• Life, Health and Long Term Care licenses active or must be obtained within 60 days of starting.
• Strong client acquisition and relationship management capabilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions with leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Act with integrity and educate clients on digital tools to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Promote digital channels to help clients bank when, where, and how they want.

Skills

Relationship building

Goals-based planning

Client acquisition

Financial markets

Education

Bachelor’s degree preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Palmdale, CA seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advised solutions for individuals and families.

You will build deep client relationships, provide tailored investment guidance, and collaborate with Chase partner referrals to deepen client engagements. You will support clients from new savers to high-net-worth individuals, leveraging leadership, relationship-building, and a strong understanding of