Wealth Advisor: Private Client Planning & Growth

Testing Site - JPMC; Aliso Viejo (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in California.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business through trust and relationship-building while delivering personalized investment solutions. The role requires at least 2 years as a Financial Advisor, strong client acquisition skills, and licenses (Series 7 and 66) with potential 60-day onboarding; CFP preferred and a Bachelor’s degree

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 license.
• 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. 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 market knowledge

Integrity

Digital literacy

Education

Bachelor's degree

CFP certification preferred

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in California.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business through trust and relationship-building while delivering personalized investment solutions. The role requires at least 2 years as a Financial Advisor, strong client acquisition skills, and licenses (Series 7 and 66) with potential 60-day onboarding; CFP preferred and a Bachelor’s degree