Wealth Advisor: Private Client Growth & Planning

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 110,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. in San Diego seeks a Private Client Advisor to provide comprehensive financial planning and wealth management services to individuals and families. You will build relationships, offer investment solutions, and leverage Chase referrals to deepen client engagement.

Must have Series 7 and Series 66 licenses, plus licenses for Life, Health, and LTC insurance; CFP preferred. The role emphasizes fiduciary client service, adherence to regulatory requirements, and ongoing education

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.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• Section 19 of the Federal Deposit Insurance Act review may apply to this position.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Regulatory compliance

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in San Diego seeks a Private Client Advisor to provide comprehensive financial planning and wealth management services to individuals and families. You will build relationships, offer investment solutions, and leverage Chase referrals to deepen client engagement.

Must have Series 7 and Series 66 licenses, plus licenses for Life, Health, and LTC insurance; CFP preferred. The role emphasizes fiduciary client service, adherence to regulatory requirements, and ongoing education