Wealth Advisor: Personal Financial Planning

Testing Site - JPMC; Walnut Creek (CA); On-site; USD 110,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in California seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and fiduciary guidance to individuals and families, helping them achieve their goals with personalized investment solutions.

You will build relationships, educate clients on digital tools, and collaborate with partners to deliver holistic financial planning and guidance, while upholding the firm's standards of integrity and client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Ability to develop and deliver goals-based financial planning and advice.
• Active Series 7 license is required.
• Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Life, Health and Long-Term Care Insurance licenses required or must be obtained within 60 days.

Responsibilities

• Champion and support your 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 relationships

Market knowledge

Financial planning

Integrity

Education

Series 7

Series 66 (63/65)

Life, Health, LTC licenses

Bachelor's degree preferred

Job description

J.P. Morgan Chase in California seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and fiduciary guidance to individuals and families, helping them achieve their goals with personalized investment solutions.

You will build relationships, educate clients on digital tools, and collaborate with partners to deliver holistic financial planning and guidance, while upholding the firm's standards of integrity and client service.