Wealth Advisor - Private Client Planning & Relationships

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor and manage investments. The role emphasizes fiduciary, goals-based planning, integrity, and collaboration with partners to deepen client relationships while supporting a diverse, client-centered

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients using leadership and relationship-building skills, with focus on relationship management over portfolio management.
• Champion and support teammates and the bank's goals while fostering a culture of diversity.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank how and where they want.

Skills

Financial advisory

Client relationship management

Business development

Regulatory compliance

Investment guidance

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor and manage investments. The role emphasizes fiduciary, goals-based planning, integrity, and collaboration with partners to deepen client relationships while supporting a diverse, client-centered