Wealth Advisor: Private Client Planning & Relationships

Aumni; Whittier (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in California seeks a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and collaborate with partners to enhance client experience.

The role emphasizes fiduciary integrity, client education on digital tools, and a holistic view of clients' financial needs. A strong focus on digital channels and ongoing professional development is expected.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients, and collaborate with partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investment guidance to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Partner with Chase referrals to deepen client relationships.

Skills

Client relationship building

Goals-based planning

Financial services experience

Regulatory license knowledge

Education

Bachelor's degree

Tools

Series 7

Series 66

Life, Health & LTC license

Job description

J.P. Morgan Chase in California seeks a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and collaborate with partners to enhance client experience.

The role emphasizes fiduciary integrity, client education on digital tools, and a holistic view of clients' financial needs. A strong focus on digital channels and ongoing professional development is expected.