Wealth Client Advisor — Build Relationships & Growth

JPMorgan Chase & Co.; Thousand Oaks (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build long-term client relationships, deliver personalized investment solutions, and support clients with digital tools and referrals. The role requires relevant licenses (Series 7, Series 66, Life/Health/LTC) and a strong track record in client acquisition and relationship management, with a commitment to

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 partnering with key teams.
• Commitment to goals-based planning and advice for clients.
• Active Series 7 license is required, Series 66 if not held must be obtained within 60 days.
• Life, Health and Long Term Care Insurance licenses must be active or obtained within 60 days.
• Federal Deposit Insurance Act considerations apply to employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Interact with clients to explain investments and monitor their portfolios using digital tools.
• Collaborate with Chase partners to deepen client relationships and referrals.
• Maintain integrity and focus on client needs and digital banking channels.
• Demonstrate deep understanding of financial markets and sound judgment.
• Champion diversity and inclusion within the team.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build long-term client relationships, deliver personalized investment solutions, and support clients with digital tools and referrals. The role requires relevant licenses (Series 7, Series 66, Life/Health/LTC) and a strong track record in client acquisition and relationship management, with a commitment to