Wealth Advisor: Holistic Planning & Digital Solutions

JPMorgan Chase & Co.; Manhattan Beach (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Manhattan Beach, CA, is seeking a Private Client Advisor for Chase Wealth Management.

You will offer comprehensive financial planning and advise individuals and families, building a relationship-driven practice that supports a wide range of clients and wealth needs. The role emphasizes relationship management, a deep understanding of financial markets, integrity, and using digital tools to enhance the investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Champion teammates’ success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate a 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 a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank the way they want.

Skills

Relationship-building

Financial advising

Client acquisition

Market knowledge

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Manhattan Beach, CA, is seeking a Private Client Advisor for Chase Wealth Management.

You will offer comprehensive financial planning and advise individuals and families, building a relationship-driven practice that supports a wide range of clients and wealth needs. The role emphasizes relationship management, a deep understanding of financial markets, integrity, and using digital tools to enhance the investor experience.