Wealth Advisor: Private Client & Financial Planning

JPMorgan Chase & Co.; Santa Rosa (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships and deliver tailored solutions that align with clients' goals.

The role emphasizes fiduciary guidance, risk awareness, and customer service in a dynamic digital environment, with focus on onboarding new clients and coordinating with partners across the bank.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

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

Financial planning

Regulatory compliance

Communication

Sales & service

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships and deliver tailored solutions that align with clients' goals.

The role emphasizes fiduciary guidance, risk awareness, and customer service in a dynamic digital environment, with focus on onboarding new clients and coordinating with partners across the bank.