Wealth Planning Advisor (Video/Phone Client Focus)

Fairygodboss; Irvine (CA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Irvine, CA is seeking a Personal Advisor within Wealth Management's National Branch Personal Advising group. You will partner with clients to create custom financial plans, meet via video or phone, and match portfolios designed by the CIO.

This is a full-time, in-office role supporting a broad book of clients. Required: Series 7 and Series 66 licenses or ability to obtain within 60 days; CFP preferred; 3+ years in financial services.

Qualifications

• Active Series 7 license required.
• Active Series 66 (63/65) required or obtainable within 60 days.
• 3+ years in financial services or brokerage preferred.
• CFP preferred.

Responsibilities

• Leverage investments and wealth planning knowledge to help clients reach goals.
• Convert high quality leads into new clients and maintain relationships.
• Apply a solution-oriented mindset for optimal client outcomes.
• Ensure solutions meet clients' short, medium and long-term objectives.
• Demonstrate organized daily routines and strong administrative skills.
• Educate clients on digital products to monitor and achieve goals.

Skills

Series 7

Series 66

Client relationship management

Financial planning

Education

Bachelor's degree

CFP preferred

Job description

JPMorgan Chase & Co. in Irvine, CA is seeking a Personal Advisor within Wealth Management's National Branch Personal Advising group. You will partner with clients to create custom financial plans, meet via video or phone, and match portfolios designed by the CIO.

This is a full-time, in-office role supporting a broad book of clients. Required: Series 7 and Series 66 licenses or ability to obtain within 60 days; CFP preferred; 3+ years in financial services.