Strategic Private Wealth Relationship Advisor

Next Frontier Capital; Irvine (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Chase is seeking a Senior Private Client Advisor in California to cultivate enduring client relationships, deliver personalized wealth planning, and drive growth through a comprehensive planning approach. You will engage in in-person consultations, expand the client base, and collaborate with internal partners to fulfill clients' needs while maintaining sound risk controls.

The role requires licensing in FINRA/SEC prerequisites and the ability to work within regulatory guidelines, with

Qualifications

• 10+ years in Financial Services or related experience.
• Entrepreneurial spirit with persistent prospecting to grow the book of business.
• High-net-worth referral network with proven client relationship success.
• Ability to solve complex financial challenges with holistic planning.
• Passion for guiding clients through key financial priorities and collaborating in a team.

Responsibilities

• Cultivate meaningful client relationships and deliver personalized experiences.
• Collaborate with clients to understand needs and craft bespoke planning approaches.
• Foster long-term banking, lending, and wealth management relationships with in-person meetings.
• Present JPMorgan Private Client value proposition to attract and nurture client relationships.

Education

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Senior Private Client Advisor in California to cultivate enduring client relationships, deliver personalized wealth planning, and drive growth through a comprehensive planning approach. You will engage in in-person consultations, expand the client base, and collaborate with internal partners to fulfill clients' needs while maintaining sound risk controls.

The role requires licensing in FINRA/SEC prerequisites and the ability to work within regulatory guidelines, with