Wealth Advisor: Tailored Investment & Planning

JPMorganChase; Saratoga (CA); On-site; USD 70,000 - 100,000; 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 Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships.

Responsibilities include building a book of business, educating clients on digital solutions, and offering comprehensive financial advice. We provide a competitive compensation package and a commitment to diversity and inclusion within our workforce.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and investment monitoring.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Financial planning

Relationship building

Understanding financial markets

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long-Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships.

Responsibilities include building a book of business, educating clients on digital solutions, and offering comprehensive financial advice. We provide a competitive compensation package and a commitment to diversity and inclusion within our workforce.