Wealth Advisor: Holistic Planning & Digital Solutions

Testing Site - JPMC; Alameda (CA); Sur place; USD 95 000 - 140 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build relationships, provide tailored advice, and work with partners to deepen client engagement while maintaining regulatory compliance. Strong investment knowledge, integrity, and the ability to translate complex markets into clear guidance are essential for success in this role.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships and integrating with key partners.
• Commitment to goals-based planning and advice.

Responsabilités

• Build a book of business and deliver personalized investment solutions to clients through relationship‑driven strategy.
• Provide holistic financial planning and investment guidance aligned with client objectives and risk tolerance.
• Demonstrate deep understanding of markets and sound business judgment.
• Uphold integrity and fiduciary responsibilities in all client interactions.
• Educate clients on technology channels to monitor and manage investments.
• Collaborate with JPMorgan Chase partners to deepen client engagement and cross-network referrals.
• Support clients in accessing digital platforms to stay connected and informed.

Connaissances

Client acquisition

Relationship building

Goals-based planning

Industry knowledge

Regulatory compliance

Communication

Formation

Bachelor's degree

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build relationships, provide tailored advice, and work with partners to deepen client engagement while maintaining regulatory compliance. Strong investment knowledge, integrity, and the ability to translate complex markets into clear guidance are essential for success in this role.