Wealth Advisor - Private Clients & Digital Solutions

Aumni; Auburn (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Auburn, CA seeks a Private Client Advisor to provide comprehensive financial planning and advice. You'll support clients ranging from beginners to high net worth individuals, focusing on personalized investment strategies.

The role requires at least 2 years of financial advisory experience and relevant licenses. You will build strong client relationships, promote digital solutions, and ensure exceptional client service in a culture that values diversity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and integrity.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Digital innovations

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Auburn, CA seeks a Private Client Advisor to provide comprehensive financial planning and advice. You'll support clients ranging from beginners to high net worth individuals, focusing on personalized investment strategies.

The role requires at least 2 years of financial advisory experience and relevant licenses. You will build strong client relationships, promote digital solutions, and ensure exceptional client service in a culture that values diversity.