Wealth Planning Advisor for High-Impact Clients

JPMorganChase; Eureka (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Eureka, California is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will serve a diverse clientele, help them navigate investment options, and build lasting relationships.

The ideal candidate has at least 2 years of experience in financial advisory roles and holds necessary licenses. A robust benefits package, including health care coverage and retirement savings plan, is offered.

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 (or 63/65) licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for managing investments.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship building

Financial markets knowledge

Digital technology confidence

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Job description

JPMorganChase in Eureka, California is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will serve a diverse clientele, help them navigate investment options, and build lasting relationships.

The ideal candidate has at least 2 years of experience in financial advisory roles and holds necessary licenses. A robust benefits package, including health care coverage and retirement savings plan, is offered.