Wealth Advisor: Private Client (Newport Beach)

Testing Site - JPMC; Newport Beach (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning for individuals and families. You will build and manage a client book, offer advised solutions, and deepen client relationships through partner referrals.

The role requires qualifications including Series 7/66 and Life/Health/LTC licenses, with CFP preferred and a degree preferred. A strong emphasis on integrity, growth, and digital engagement is expected.

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.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses 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 while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, manage, and optimize investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning for individuals and families. You will build and manage a client book, offer advised solutions, and deepen client relationships through partner referrals.

The role requires qualifications including Series 7/66 and Life/Health/LTC licenses, with CFP preferred and a degree preferred. A strong emphasis on integrity, growth, and digital engagement is expected.