Wealth Partner: Private Client Advisor & Planning

Fairygodboss; Los Alamitos (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Total rewards package

Healthcare benefits

Retirement plan

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients build wealth, rely on leadership and relationships, and leverage digital tools to deliver a seamless investor experience. The role emphasizes integrity, client education on technology channels, and a holistic approach to client needs beyond investments, with a focus on customizing solutions and

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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

Series 66

Life license

Health license

LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients build wealth, rely on leadership and relationships, and leverage digital tools to deliver a seamless investor experience. The role emphasizes integrity, client education on technology channels, and a holistic approach to client needs beyond investments, with a focus on customizing solutions and