Wealth-Focused Private Client Advisor

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

Benefits offered by this job

None

Job summary

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

You will build a trusted client book and partner referrals to deepen relationships, while guiding clients through modern цифров channels and a holistic financial approach. Qualified candidates will hold a Series 7 and Series 66 (or obtain within 60 days), plus Life, Health, and LTC licenses.

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.

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 to your 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

Goals-based planning

Series 7 license

Series 66 license

Life, health & LTC license

Education

Bachelor's degree

Job description

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

You will build a trusted client book and partner referrals to deepen relationships, while guiding clients through modern цифров channels and a holistic financial approach. Qualified candidates will hold a Series 7 and Series 66 (or obtain within 60 days), plus Life, Health, and LTC licenses.