Wealth Advisor: Craft Personal Finance Solutions

JPMorganChase; Monterey (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm located in Monterey, California, is seeking a Private Client Advisor. In this role, you will offer comprehensive financial planning to individuals and families, providing an exceptional client experience. Key requirements include at least 2 years in a financial advisor role, relevant licenses, and strong relationship-building skills. The position emphasizes client education and support while fostering a diverse work environment. Competitive compensation and benefits packages are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated client acquisition success and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Support teammates and bank goals while fostering diversity.
• Build a book of business with personalized investment solutions.
• Educate clients on technology for better investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Integrity

Financial market understanding

Education

Bachelor’s degree

Certified Financial Planner (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

A leading financial services firm located in Monterey, California, is seeking a Private Client Advisor. In this role, you will offer comprehensive financial planning to individuals and families, providing an exceptional client experience. Key requirements include at least 2 years in a financial advisor role, relevant licenses, and strong relationship-building skills. The position emphasizes client education and support while fostering a diverse work environment. Competitive compensation and benefits packages are offered.