Wealth Advisor: Private Client Solutions

JPMorgan Chase; Saratoga (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking a Financial Advisor to build client relationships, deliver personalized investment solutions, and educate clients on using digital tools to monitor and manage their investments. The role emphasizes integrity, growth, and holistic financial coaching for diverse client needs.

The candidate should have 2+ years in financial services, a Series 7, Series 66 or equivalent, and Life/Health/LTC licenses or plans to obtain them within 60 days.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Successful client acquisition and relationship management experience.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship building.
• Demonstrate deep understanding of financial markets and sound judgment.
• Provide investment coaching and holistic financial guidance to clients.
• Promote digital tools so clients monitor and manage investments conveniently.
• Foster a culture of integrity and client-first service.
• Educate clients on technology and channels available for investing.

Skills

Relationship-building

Client acquisition

Financial coaching

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase is seeking a Financial Advisor to build client relationships, deliver personalized investment solutions, and educate clients on using digital tools to monitor and manage their investments. The role emphasizes integrity, growth, and holistic financial coaching for diverse client needs.

The candidate should have 2+ years in financial services, a Series 7, Series 66 or equivalent, and Life/Health/LTC licenses or plans to obtain them within 60 days.