Wealth Advisor: Private Client Specialist

JPMorgan Chase & Co.; Anaheim, Northern (CA, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Anaheim, CA seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. You will build trusted client relationships, deliver advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes strong client service, market understanding, and compliant, fiduciary guidance with a focus on helping clients monitor and manage their investments through digital channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 your 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

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Anaheim, CA seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. You will build trusted client relationships, deliver advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes strong client service, market understanding, and compliant, fiduciary guidance with a focus on helping clients monitor and manage their investments through digital channels.