Wealth Advisor: Private Client Solutions

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

Job summary

J.P. Morgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and individualized investment advice for individuals and families across wealth levels.

In this role, you will build a strong book of business, leverage leadership and relationship-building skills, and offer tailored investment solutions, while embracing digital tools to enhance the client experience with integrity and service excellence.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting
• Strong client acquisition and relationship management skills

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management, not portfolio management
• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity
• 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 the firm's 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

Client acquisition

Goals-based planning

Financial advisory

Communication skills

Education

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and individualized investment advice for individuals and families across wealth levels.

In this role, you will build a strong book of business, leverage leadership and relationship-building skills, and offer tailored investment solutions, while embracing digital tools to enhance the client experience with integrity and service excellence.