Wealth Advisor: Holistic Planning & Digital Skills

JPMorgan Chase & Co.; San Clemente (CA); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and collaborate with partners to deepen client relationships.

You will help clients monitor and manage investments, educate them on digital channels, and maintain a holistic view of their financial needs with integrity and client-focused service.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven ability to acquire and manage clients and work with key partners
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 license or obtain within 60 days of start
• Active Life, Health, and Long-Term Care insurance licenses or obtain within 60 days of start

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management
• Provide comprehensive financial planning and advice for individuals and families
• Demonstrate deep understanding of financial markets and sound business judgement
• Maintain 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 tools to help clients be digitally confident and bank anywhere

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and collaborate with partners to deepen client relationships.

You will help clients monitor and manage investments, educate them on digital channels, and maintain a holistic view of their financial needs with integrity and client-focused service.