Wealth Planning Advisor for High-Impact Clients

JPMorganChase; Long Beach (CA); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Retirement savings plan

Job summary

JPMorganChase is seeking a Private Client Advisor in Long Beach, California, to offer comprehensive financial planning and advice. This role requires expertise in client relationship management and a deep understanding of financial markets.

The ideal candidate has at least two years of experience as a Financial Advisor and holds necessary licenses. Benefits include a competitive compensation package and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated commitment to goals-based planning and advice.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates’ success.
• Build personalized investment solutions for clients.
• Educate clients on digital banking tools.

Skills

Client acquisition

Financial advice

Relationship management

Financial market knowledge

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Long Beach, California, to offer comprehensive financial planning and advice. This role requires expertise in client relationship management and a deep understanding of financial markets.

The ideal candidate has at least two years of experience as a Financial Advisor and holds necessary licenses. Benefits include a competitive compensation package and a commitment to diversity and inclusion.