Wealth Advisor: Private Client Solutions

Testing Site - JPMC; Thousand Oaks (CA); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in California.

You will deliver comprehensive financial planning, build lasting client relationships, and offer tailored investment solutions to individuals and families, leveraging digital channels for enhanced client service. The role emphasizes goals-based planning, market understanding, integrity, and client education on technology-enabled investing.

Qualifications

• Demonstrated success in client acquisition and relationship-building.
• Abilities in goals-based planning and financial advice.
• Active Series 7 and Series 66 licenses, or obtained within 60 days.

Responsabilités

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice.
• Demonstrate understanding of financial markets and prudent judgement.
• Promote digital tools and channels for client monitoring and management.
• Maintain high integrity and client-focused service.

Connaissances

Client acquisition

Relationship management

Financial planning

Investment knowledge

Digital channels

Formation

Bachelor's degree

CFP certification

Outils

Series 7

Series 66

Life/Health/Long-Term Care license

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in California.

You will deliver comprehensive financial planning, build lasting client relationships, and offer tailored investment solutions to individuals and families, leveraging digital channels for enhanced client service. The role emphasizes goals-based planning, market understanding, integrity, and client education on technology-enabled investing.