Wealth Advisor: Personal Financial Planning & Growth

JPMorganChase; Pasadena (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Incentive/commission pay

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advisory services to individuals and families.

You will build a client book, provide holistic financial coaching, and leverage digital tools to enhance the client experience and outcomes. The role emphasizes relationship management, market understanding, and integrity, with opportunities for growth and access to a broad product and referral network.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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.
• 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

Goals-based planning

Financial analysis

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advisory services to individuals and families.

You will build a client book, provide holistic financial coaching, and leverage digital tools to enhance the client experience and outcomes. The role emphasizes relationship management, market understanding, and integrity, with opportunities for growth and access to a broad product and referral network.