Wealth Advisor: Personal Finance & Digital Investing

JPMorgan Chase & Co.; San Luis Obispo (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in California is seeking a Private Client Advisor to offer comprehensive financial planning and tailored investment solutions to individuals and families. You will work to build lasting relationships and deliver an exceptional investor experience through advised strategies and referrals.

Supported by Chase Wealth Management, this role emphasizes understanding markets, maintaining integrity, and educating clients on digital tools to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in client acquisition and maintaining client relationships with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or obtain within 60 days of starting.
• Active Life, Health and Long Term Care insurance license or obtain within 60 days.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase in California is seeking a Private Client Advisor to offer comprehensive financial planning and tailored investment solutions to individuals and families. You will work to build lasting relationships and deliver an exceptional investor experience through advised strategies and referrals.

Supported by Chase Wealth Management, this role emphasizes understanding markets, maintaining integrity, and educating clients on digital tools to monitor and manage their investments.