Wealth Advisor: Holistic Planning & Digital Tools

JPMorgan Chase & Co.; Chico (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, provide tailored solutions, and leverage Chase’s digital tools to enhance the client experience. The role requires at least 2 years in financial advisory, strong client acquisition, and current Series 7 and Series 66 licenses or the ability to obtain them within 60 days; CFP preferred and a Bachelor’s

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting in role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Deliver a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client relationship building

Goals-based planning

Financial markets understanding

Digital client tools

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, provide tailored solutions, and leverage Chase’s digital tools to enhance the client experience. The role requires at least 2 years in financial advisory, strong client acquisition, and current Series 7 and Series 66 licenses or the ability to obtain them within 60 days; CFP preferred and a Bachelor’s