Wealth Advisor - Private Clients & Planning

JPMorgan Chase & Co.; Modesto (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management. You will offer advised solutions and leverage partner referrals to deepen client relationships.

The role emphasizes relationship-driven advice, a deep understanding of markets, and the use of digital channels to monitor and manage investments for clients across varying wealth levels. A strong commitment to integrity is essential.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and relationship building.
• License requirements: Series 7 and Series 66 or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Foster client relationships with a focus on relationship management over portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels for managing investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enhance client interactions and banking habits.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital literacy

Education

CFP certification

Bachelor's degree (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management. You will offer advised solutions and leverage partner referrals to deepen client relationships.

The role emphasizes relationship-driven advice, a deep understanding of markets, and the use of digital channels to monitor and manage investments for clients across varying wealth levels. A strong commitment to integrity is essential.