Wealth Advisor - Private Client & Holistic Planning

Testing Site - JPMC; Los Alamitos (CA); On-site; USD 95,000 - 145,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships, collaborate with partners, and educate clients on digital tools to monitor and manage their investments, while upholding the highest standards of integrity and fiduciary responsibility.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and building lasting relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained 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 relationships

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships, collaborate with partners, and educate clients on digital tools to monitor and manage their investments, while upholding the highest standards of integrity and fiduciary responsibility.