Wealth Advisor, Private Clients & Digital Solutions

JPMorgan Chase & Co.; Chino Hills (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management, providing comprehensive financial planning and advice to individuals and families while building lasting client relationships and delivering personalized investment solutions.

Responsibilities include growing a book of business, maintaining client trust, and leveraging digital tools to enhance the client experience. The role requires securities licenses and adherence to regulatory standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Show unwavering integrity and put clients first.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' financial needs and coaching beyond investments.
• Embrace digital innovations to help clients bank as they wish.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Communication skills

Series 7

Series 66

Life/Health/LTC licenses

Education

Bachelor's degree preferred

CFP Certification preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management, providing comprehensive financial planning and advice to individuals and families while building lasting client relationships and delivering personalized investment solutions.

Responsibilities include growing a book of business, maintaining client trust, and leveraging digital tools to enhance the client experience. The role requires securities licenses and adherence to regulatory standards.