Wealth Advisor: Private Clients & Holistic Planning

Aumni; Santa Barbara (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase in Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will engage clients, build trust, and connect with partners to offer tailored investment solutions.

This role emphasizes client relationships, integrity, and the use of digital tools to enhance the investor experience. A successful candidate will grow a book of business through referrals and advisory services that align with

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• 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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 the firm's 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-building

Goals-based planning

Financial markets knowledge

Integrity

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase in Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will engage clients, build trust, and connect with partners to offer tailored investment solutions.

This role emphasizes client relationships, integrity, and the use of digital tools to enhance the investor experience. A successful candidate will grow a book of business through referrals and advisory services that align with