Wealth Advisor: Digital-First Client Planning

JPMorgan Chase & Co.; San Diego (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 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

Qualifications

• Minimum 2 years in a financial advisor role or equivalent.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 license (or within 60 days).
• Active Life, Health and Long Term Care Insurance licenses (or within 60 days).

Responsibilities

• Grow a client base and deliver personalized investment solutions.
• Engage with partners to deepen client relationships.
• Apply knowledge of financial markets with sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and digital channels for investments.
• Provide holistic financial coaching beyond investments.
• Leverage digital tools to enhance client banking experiences.

Education

Bachelor's degree preferred

CFP certification preferred

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