Wealth Advisor: Personal Planning & Digital Solutions

JPMorgan Chase & Co.; Orange (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Orange County, California, is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business and provide personalized investment solutions, relying on leadership and relationship-building skills to deepen client relationships. You will collaborate with partners to offer advised solutions, stay abreast of financial markets, and uphold the

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or ability to obtain within 60 days.
• Active Life, Health, and Long-Term Care Insurance license or ability to obtain 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 acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/Long-term Care license

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Orange County, California, is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business and provide personalized investment solutions, relying on leadership and relationship-building skills to deepen client relationships. You will collaborate with partners to offer advised solutions, stay abreast of financial markets, and uphold the