Wealth Advisor: Personal Client Planning & Growth

JPMorgan Chase; Del Mar (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase's Private Client Advisor role sits within Chase Wealth Management, offering comprehensive financial planning and investment solutions to individuals and families. You will build a book of clients, provide tailored advisory services, and leverage digital tools to enhance the investor experience while guiding clients through a broad range of financial needs.

This role emphasizes relationship management, strong market knowledge, and a commitment to ethical client care, with

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and comprehensive financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Partner with JPMorgan Chase teams to meet client needs.

Skills

Client acquisition

Relationship building

Goals-based planning

Regulatory licenses

Product knowledge

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase's Private Client Advisor role sits within Chase Wealth Management, offering comprehensive financial planning and investment solutions to individuals and families. You will build a book of clients, provide tailored advisory services, and leverage digital tools to enhance the investor experience while guiding clients through a broad range of financial needs.

This role emphasizes relationship management, strong market knowledge, and a commitment to ethical client care, with