Wealth Advisor: Holistic Planning & Digital Tools

JPMorganChase; Chico (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm located in California is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse range of clients. This role emphasizes relationship management over portfolio management, requiring strong skills in client acquisition and integrity. Candidates should hold relevant financial licenses and demonstrate a commitment to client education and digital innovation. This position fosters a culture of diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Provide personalized investment solutions to clients.
• Educate clients on available technology and channels.
• Build a book of business and foster client relationships.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Digital confidence education

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

A leading financial services firm located in California is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse range of clients. This role emphasizes relationship management over portfolio management, requiring strong skills in client acquisition and integrity. Candidates should hold relevant financial licenses and demonstrate a commitment to client education and digital innovation. This position fosters a culture of diversity and inclusion.