Wealth Advisor: Tailored Investment & Planning

JPMorganChase; Alameda (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor in California to provide financial planning and advice to clients, from beginners to high-net-worth individuals. You will build strong client relationships and offer personalized investment solutions while embodying the firm's commitment to diversity and inclusion.

The ideal candidate will have at least 2 years of experience as a Financial Advisor and must hold relevant licenses such as Series 7 and Series 66. A Bachelor's degree and CFP certification are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to cultivate and maintain client relationships.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Build and deliver personalized investment solutions to clients.
• Champion teammates’ success and foster a culture of diversity.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Financial planning

Relationship building

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Investment technology

Job description

JPMorganChase is seeking a Private Client Advisor in California to provide financial planning and advice to clients, from beginners to high-net-worth individuals. You will build strong client relationships and offer personalized investment solutions while embodying the firm's commitment to diversity and inclusion.

The ideal candidate will have at least 2 years of experience as a Financial Advisor and must hold relevant licenses such as Series 7 and Series 66. A Bachelor's degree and CFP certification are preferred.