Wealth Advisor: Holistic Planning & Client Growth

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

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build trusted relationships and deliver tailored solutions across a broad investment platform.

The role emphasizes relationship management, advisory services, and the use of digital tools to enhance client experiences. A fiduciary mindset and strong ethics are essential.

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.
• Licenses: Series 7 and Series 66 (63/65) active or to be obtained within 60 days of start.
• Life, Health and Long Term Care Insurance licenses active or to be obtained within 60 days of start.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Help clients become digitally confident and bank where, when, and how they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial advisory

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build trusted relationships and deliver tailored solutions across a broad investment platform.

The role emphasizes relationship management, advisory services, and the use of digital tools to enhance client experiences. A fiduciary mindset and strong ethics are essential.