Wealth Management Private Client Advisor

JPMorgan Chase & Co.; San Gabriel (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Advisor in San Gabriel, California, to provide financial planning and tailored investment solutions to clients. You will contribute to relationship management while ensuring compliance with industry standards, including maintaining relevant financial licenses. Successful candidates will have a strong background in financial services, deep knowledge of financial markets, and outstanding client relationship skills. The role requires a commitment to diversity and inclusion within the team.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business with personalized investment solutions.
• Provide holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is looking for a Private Client Advisor in San Gabriel, California, to provide financial planning and tailored investment solutions to clients. You will contribute to relationship management while ensuring compliance with industry standards, including maintaining relevant financial licenses. Successful candidates will have a strong background in financial services, deep knowledge of financial markets, and outstanding client relationship skills. The role requires a commitment to diversity and inclusion within the team.