Wealth Advisor: Digital-First Client Planning

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Chase in San Diego seeks a Private Client Advisor to provide comprehensive financial planning and advisory services for individuals and families.

You will collaborate with investment specialists to deliver tailored strategies and deploy digital tools to enhance the investor experience. The role emphasizes fiduciary client service, ongoing licensing compliance, and strong relationship building to support broad wealth management objectives for high-net-worth clients in a fast-paced

Responsibilities

• Provide comprehensive financial planning and advisory services for individuals and families.
• Build lasting client relationships and deliver personalized investment solutions.
• Collaborate with partners across the bank and maintain licensing compliance to support wealth management.

Job description

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

You will build lasting client relationships, deliver personalized investment solutions, and leverage digital channels to enhance the investor experience. The role emphasizes fiduciary client service, cross-functional collaboration with partners, and ongoing licensing compliance to support a broad wealth management