Wealth Planning Advisor for High-Impact Clients

JPMorganChase; Sacramento (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is looking for a Private Client Advisor in Sacramento, California. In this role, you will provide comprehensive financial planning and personalized investment solutions to clients. Your expertise will help clients enhance their financial security and foster meaningful relationships.

The ideal candidate will possess a strong background in financial advisory services, a valid Series 7 and Series 66 license, and a passion for helping clients. A competitive total rewards package is offered, promoting diversity and inclusion.

Qualifications

• Minimum of 2 years experience in a Financial Advisor role.
• Proven track record in client acquisition and relationship maintenance.
• Ability to integrate with key partners for client support.

Responsibilities

• Support teammate success and bank goals with a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on digital banking and investment management.

Skills

Client acquisition

Relationship building

Financial market understanding

Goal-based planning

Education

Certified Financial Planning (CFP)

Bachelor's degree

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long-Term Care Insurance license

Job description

JPMorgan Chase is looking for a Private Client Advisor in Sacramento, California. In this role, you will provide comprehensive financial planning and personalized investment solutions to clients. Your expertise will help clients enhance their financial security and foster meaningful relationships.

The ideal candidate will possess a strong background in financial advisory services, a valid Series 7 and Series 66 license, and a passion for helping clients. A competitive total rewards package is offered, promoting diversity and inclusion.