Wealth Advisor - Private Clients & Digital Solutions

Testing Site - JPMC

Santa Barbara (CA)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in California.

You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, strengthening client relationships and coordinating with partners to provide holistic advice. The role emphasizes client acquisition, deep market understanding, and a commitment to governance and integrity in financial guidance.

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and relationship management.
Ability and commitment to goals-based planning and advice.

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 with leadership and relationship-building skills.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor and manage investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.