Wealth Advisor for Private Clients

JPMorgan Chase

Long Beach (CA)

On-site

USD 90,000 - 150,000

Full time

4 days ago

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Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor and manage their investments.

The role emphasizes integrity, client-centric service, and collaboration with partners to deepen client relationships.

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Demonstrated commitment to goals-based planning and advice.
Active Series 7 license and Series 66 (63/65) or obtained within 60 days of starting.
Active Life, Health and Long Term Care Insurance licenses or obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
Provide comprehensive financial planning and advice for individuals and families.
Educate clients on technology and channels to monitor and manage investments.
Offer holistic view of client needs and financial coaching beyond investments.
Embrace digital innovations to help clients become digitally confident and conduct banking activities remotely.