Wealth Advisor — Build a High-Impact Client Book

JP Morgan Chase; Santee (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, is seeking a Private Client Advisor in the San Diego area. You will build a client book, offer comprehensive financial planning, and provide investment solutions with Chase referrals.

The role emphasizes client relationships, integrity, and a modern digital client experience. Qualified candidates have 2+ years as a Financial Advisor, valid Series 7 and Series 66 licenses, plus Life/Health/LTC licenses or the ability to obtain them within 60

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Series 7 active is required.
• Series 66 (63/65) license required or must be obtained within 60 days of start.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of start.
• FEDERAL DEPOSIT INSURANCE ACT: employment offer contingent on background review.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and client-first approach in all interactions.
• Educate clients on technology and channels to monitor investments.
• Offer holistically view of client needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank when, where, and how they want.

Skills

Financial advisor experience

Series 7 license

Series 66 license

Life/Health/LTC license

Goals-based planning

Client relationships

Education

Bachelor's degree

Job description

J.P. Morgan Chase, a leading financial services firm, is seeking a Private Client Advisor in the San Diego area. You will build a client book, offer comprehensive financial planning, and provide investment solutions with Chase referrals.

The role emphasizes client relationships, integrity, and a modern digital client experience. Qualified candidates have 2+ years as a Financial Advisor, valid Series 7 and Series 66 licenses, plus Life/Health/LTC licenses or the ability to obtain them within 60