Wealth Advisor: Private Client Planning & Growth

JPMorgan Chase & Co.; Monterey (CA); On-site; USD 95,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, rely on relationship-building and leadership, and apply market knowledge to tailor advised solutions while embracing digital channels. Candidates should have at least 2 years in a financial advisory role and hold Series 7 and Series 66 licenses or be able to obtain them

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent
• Proven success in client acquisition and relationship management
• Commitment to goals-based planning and advice
• Active Series 7 and Series 66 licenses or eligible within 60 days
• Active Life, Health and Long-Term Care insurance license or eligible within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions based on client relationships
• Provide comprehensive financial planning and advisory services
• Demonstrate deep understanding of financial markets and sound judgment
• Maintain integrity and act in the client’s best interests
• Educate clients on technology and channels to monitor and manage investments
• Offer a holistic view of clients’ financial needs beyond investments
• Embrace digital innovations to enable clients to bank anytime, anywhere

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Education

Series 7 license

Series 66 license (63/65)

Life, Health and LTC Insurance license

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, rely on relationship-building and leadership, and apply market knowledge to tailor advised solutions while embracing digital channels. Candidates should have at least 2 years in a financial advisory role and hold Series 7 and Series 66 licenses or be able to obtain them