Wealth Advisor: Private Client & Holistic Planning

Testing Site - JPMC; Long Beach (CA); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase in Long Beach, CA, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase Wealth Management resources and digital tools.

You will build and manage client relationships, apply goals-based planning, stay compliant with licenses (Series 7/66 and insurance), and collaborate with partners to provide tailored solutions.

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.
• 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-building

Goals-based planning

Investment knowledge

Digital banking education

Education

Bachelor's degree in Finance or related field

CFP certification (preferred)

Job description

JPMorgan Chase in Long Beach, CA, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase Wealth Management resources and digital tools.

You will build and manage client relationships, apply goals-based planning, stay compliant with licenses (Series 7/66 and insurance), and collaborate with partners to provide tailored solutions.