Wealth Advisor for Private Clients | Planning & Tech-Savvy

JPMorgan Chase & Co.; Roseville (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in California seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to clients. You will build relationships, provide personalized services, and educate clients about financial products. Candidates should have at least 2 years in a Financial Advisor role and possess relevant licenses. This position emphasizes client success and proactive relationship management in a dynamic environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion teammates’ success while fostering a culture of diversity.
• Educate clients on technology for managing investments.

Skills

Client acquisition

Relationship management

Financial coaching

Financial market understanding

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in California seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to clients. You will build relationships, provide personalized services, and educate clients about financial products. Candidates should have at least 2 years in a Financial Advisor role and possess relevant licenses. This position emphasizes client success and proactive relationship management in a dynamic environment.