Wealth Advisor for Private Clients

Testing Site - JPMC; Lakewood (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build strong client relationships and deliver tailored investment solutions while leveraging digital tools for client engagement. The role emphasizes goals-based planning, fiduciary integrity, and education on technology usage to monitor investments and enhance the client experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

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 by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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

Relationship management

Financial planning

Client acquisition

Regulatory compliance

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build strong client relationships and deliver tailored investment solutions while leveraging digital tools for client engagement. The role emphasizes goals-based planning, fiduciary integrity, and education on technology usage to monitor investments and enhance the client experience.