Wealth Advisor: Holistic Planning & Digital Tools

JPMorganChase; San Luis Obispo (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in San Luis Obispo, California. This role involves offering comprehensive financial planning and personalized investment solutions to clients, while fostering a culture of diversity. Candidates should have at least 2 years in a Financial Advisor role and possess necessary licenses. The position emphasizes relationship management, client acquisition, and providing a holistic view of financial needs. Competitive compensation packages and benefits are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated ability in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion teammates’ success while fostering a culture of diversity.
• Provide clients with a holistic view of their needs.

Skills

Client acquisition

Financial planning

Relationship management

Investment solutions

Education

Bachelor’s degree

CFP® certification

Tools

Digital financial tools

Job description

A leading financial services firm is seeking a Private Client Advisor in San Luis Obispo, California. This role involves offering comprehensive financial planning and personalized investment solutions to clients, while fostering a culture of diversity. Candidates should have at least 2 years in a Financial Advisor role and possess necessary licenses. The position emphasizes relationship management, client acquisition, and providing a holistic view of financial needs. Competitive compensation packages and benefits are offered.