Wealth Advisor: Holistic Planning & Digital Solutions

TwinThread; Chico (CA); On-site; USD 59,918 - 73,233; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chico, CA, to provide comprehensive financial planning and advice. This role focuses on delivering personalized investment solutions and building lasting client relationships.

The ideal candidate has at least 2 years of financial advisory experience and strong skills in client acquisition and education. A competitive salary of $66,576 is offered for the position, along with a range of benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Success in client acquisition and relationship cultivation.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates’ success.
• Build personalized investment solutions for clients.
• Demonstrate integrity focused on client needs.

Skills

Client acquisition

Relationship building

Financial market understanding

Education of clients

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Investment products

Digital banking technology

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chico, CA, to provide comprehensive financial planning and advice. This role focuses on delivering personalized investment solutions and building lasting client relationships.

The ideal candidate has at least 2 years of financial advisory experience and strong skills in client acquisition and education. A competitive salary of $66,576 is offered for the position, along with a range of benefits.