Wealth Advisor - Holistic Planning & Client Growth

JPMorgan Chase & Co.; Berkeley (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will help clients grow and protect wealth, delivering advised solutions and coordinating with partners to deepen relationships.

You will build a book of business, rely on relationship-building skills, and demonstrate sound judgment across markets while embracing digital channels to serve clients where and how they want.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire, grow and maintain client relationships and integrate with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to serve clients where, when, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial services experience

Regulatory compliance

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will help clients grow and protect wealth, delivering advised solutions and coordinating with partners to deepen relationships.

You will build a book of business, rely on relationship-building skills, and demonstrate sound judgment across markets while embracing digital channels to serve clients where and how they want.