Wealth Advisor, Private Clients & Planning

Testing Site - JPMC; Walnut Creek (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Walnut Creek, CA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build and grow a book of business, offering advised solutions and leveraging Chase referrals to deepen client relationships. The role emphasizes integrity, a deep understanding of financial markets, and educating clients about technology and digital channels to monitor and manage investments while delivering exceptional client

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

• Champions and supports 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 clients by relying on leadership and relationship-building skills
• 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 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 management

Financial planning

Advisory services

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Walnut Creek, CA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build and grow a book of business, offering advised solutions and leveraging Chase referrals to deepen client relationships. The role emphasizes integrity, a deep understanding of financial markets, and educating clients about technology and digital channels to monitor and manage investments while delivering exceptional client