Wealth Advisor: Private Client Planning & Growth

JPMorganChase; Modesto (CA); On-site; USD 65,000 - 78,000; Full time

Benefits offered by this job

Comprehensive Health Care Coverage

Retirement Savings Plan

Tuition Reimbursement

Mental Health Support

Job summary

A leading financial services firm is seeking a Private Client Advisor for their Wealth Management division in Modesto, CA. This role focuses on offering tailored financial planning services to a diverse clientele, ensuring exceptional service delivery and relationship management. The ideal candidate will have a strong background in financial advising, client relationship management, and must be licensed to provide investment solutions. Join a team committed to diversity and inclusivity while achieving professional growth in the financial sector.

Qualifications

• At least 2 years in a Financial Advisor role.
• Demonstrated success in client acquisition.
• A valid Series 7 and Series 66 license required.

Responsibilities

• Offer comprehensive financial planning and advice.
• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client Relationship Management

Financial Planning

Investment Solutions

Digital Banking Technologies

Education

Bachelor’s Degree

Certified Financial Planner (CFP)

Job description

A leading financial services firm is seeking a Private Client Advisor for their Wealth Management division in Modesto, CA. This role focuses on offering tailored financial planning services to a diverse clientele, ensuring exceptional service delivery and relationship management. The ideal candidate will have a strong background in financial advising, client relationship management, and must be licensed to provide investment solutions. Join a team committed to diversity and inclusivity while achieving professional growth in the financial sector.