Wealth Advisor: Private Clients & Planning

Aumni; Santa Cruz (CA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Base salary with incentives

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will cultivate client relationships, coordinate with partners, and deliver tailored solutions across a broad platform. You will drive a holistic client experience, leveraging digital channels and the firm’s expertise to meet financial goals and protect client interests, with a focus on

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 required or must be obtained within 60 days of starting the role.
• Active Life, Health and Long Term Care license required or must be obtained within 60 days of starting in the role.

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 focusing on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and commitment to doing right by clients
• Educate clients on technology and channels to monitor, maintain, and handle investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/Long-term care license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will cultivate client relationships, coordinate with partners, and deliver tailored solutions across a broad platform. You will drive a holistic client experience, leveraging digital channels and the firm’s expertise to meet financial goals and protect client interests, with a focus on