Trusted Private Client Wealth Advisor

Fairygodboss; Murrieta (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build a book of business and deliver personalized investment solutions while leveraging the firm's partner referrals and digital tools to enhance client relationships. The role emphasizes integrity, deep market understanding, and a commitment to fiduciary standards, with opportunities to educate clients on

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license 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 or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationships.
• Provide comprehensive financial planning and advice to individuals and families.
• Offer advised solutions and Chase partner referrals to deepen client relationships.
• Educate clients on technology and channels to monitor and manage investments.
• Support digital banking adoption and client servicing.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/Long Term Care license

Integrity/ethics

Education

CFP certification preferred

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build a book of business and deliver personalized investment solutions while leveraging the firm's partner referrals and digital tools to enhance client relationships. The role emphasizes integrity, deep market understanding, and a commitment to fiduciary standards, with opportunities to educate clients on