Wealth Advisor: Holistic Planning & Digital Solutions

JPMorganChase; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

Retirement savings plan

Job summary

JPMorganChase through Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will support clients from savers to high-net-worth individuals, delivering advised solutions and referrals to deepen client relationships.

You will build trusted partnerships, demonstrate market knowledge, and promote digital tools for client empowerment and ongoing financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• Bilingual: English/Cantonese.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Bilingual English Cantonese

Education

CFP certification

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

JPMorganChase through Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will support clients from savers to high-net-worth individuals, delivering advised solutions and referrals to deepen client relationships.

You will build trusted partnerships, demonstrate market knowledge, and promote digital tools for client empowerment and ongoing financial coaching.