Wealth Advisor - Private Client Planning & Digital

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

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, helping clients meet their financial goals.

You will build relationships, uncover needs, and coordinate with partners to offer solutions across markets and digital channels while upholding integrity and regulatory standards.

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
• FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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

Industry knowledge

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, helping clients meet their financial goals.

You will build relationships, uncover needs, and coordinate with partners to offer solutions across markets and digital channels while upholding integrity and regulatory standards.