Wealth Advisor - Private Client Relationships & Planning

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

Job summary

J.P. Morgan Chase in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build lasting client relationships and provide advice across a broad spectrum of financial needs, leveraging both traditional and digital channels to enhance the client experience. The role emphasizes growth through client acquisition, robust knowledge of markets, and commitment to

Qualifications

• Minimum 2 years as a Financial Advisor or equivalent financial services experience.
• Proven success in acquiring and maintaining client relationships and integrating with key partners.
• Demonstrated commitment to goals-based planning and advice.
• A valid and active Series 7 license, and Series 66 (63/65) or must obtain within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must obtain within 60 days of starting.

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 clients by relying on leadership and relationship-building skills.
• 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

Relationship building

Financial planning

Client acquisition

Financial markets knowledge

Strong communication

Problem solving

Education

Bachelor’s degree

CFP certification preferred

Job description

J.P. Morgan Chase in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build lasting client relationships and provide advice across a broad spectrum of financial needs, leveraging both traditional and digital channels to enhance the client experience. The role emphasizes growth through client acquisition, robust knowledge of markets, and commitment to