Wealth Advisor for Private Clients

JPMorgan Chase; Anaheim (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor for the Orange and Anaheim, CA area. You will build and manage client relationships, provide tailored investment advice, and coordinate with partners to deliver comprehensive wealth planning solutions.

You will engage clients across a broad product platform, leveraging digital tools to enhance the investor experience while upholding the highest standards of integrity and service.

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 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred and a Bachelor's degree is preferred.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients with leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

CFP certification

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor for the Orange and Anaheim, CA area. You will build and manage client relationships, provide tailored investment advice, and coordinate with partners to deliver comprehensive wealth planning solutions.

You will engage clients across a broad product platform, leveraging digital tools to enhance the investor experience while upholding the highest standards of integrity and service.