Wealth Advisor: Holistic Planning & Digital Tools

JPMorganChase; Lincoln (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A major financial institution is looking for a Private Client Advisor in California. In this role, you'll provide comprehensive financial planning and investment solutions while fostering client relationships. You will need a minimum of 2 years' experience in a financial advisory role and possess relevant licenses. The position supports a strong commitment to diversity and offers a competitive compensation package with various employee benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Active Series 7 and Series 66 licenses required within 60 days.

Responsibilities

• Provide personalized investment solutions based on client needs.
• Educate clients on available technology and channels.
• Support team success and foster a culture of diversity.

Skills

Client acquisition

Relationship management

Financial planning

Analytical skills

Education

Bachelor’s degree

Certified Financial Planner (CFP®)

Job description

A major financial institution is looking for a Private Client Advisor in California. In this role, you'll provide comprehensive financial planning and investment solutions while fostering client relationships. You will need a minimum of 2 years' experience in a financial advisory role and possess relevant licenses. The position supports a strong commitment to diversity and offers a competitive compensation package with various employee benefits.