Wealth Planner & Client Advocate

Aumni; Lompoc (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. The role emphasizes relationship-building, leadership collaboration, and a deep understanding of markets to offer tailored solutions.

You will educate clients on digital tools, coordinate with partners, and maintain high ethical standards while growing a client book and delivering exceptional service.

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 license (63/65) or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and focus on doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial planning

Series 7 license

Series 66 license (63/65)

Life/Health/ LTC license

Education

CFP certification

Bachelor's degree preferred

Tools

Series 7

Series 66 (63/65)

Life, Health & Long Term Care license

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. The role emphasizes relationship-building, leadership collaboration, and a deep understanding of markets to offer tailored solutions.

You will educate clients on digital tools, coordinate with partners, and maintain high ethical standards while growing a client book and delivering exceptional service.