Wealth Planning & Client Relations Advisor

Next Frontier Capital; Ventura (CA); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Total rewards package

Commissions available

Benefits package

Zusammenfassung

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and bespoke investment solutions within Chase Wealth Management.

You will build client relationships, leverage referrals, and act as a trusted advisor to individuals and families across a broad client base. You will demonstrate a strong knowledge of markets, maintain integrity, and guide clients through digital tools for governance and monitoring of their investments.

Qualifikationen

• 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.
• Active Series 7 license is required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Aufgaben

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold high integrity and act in the best interest of clients.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic client needs assessments beyond investments.

Kenntnisse

Client acquisition

Relationship management

Financial planning advice

Goals-based planning

Communication skills

Ausbildung

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Jobbeschreibung

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and bespoke investment solutions within Chase Wealth Management.

You will build client relationships, leverage referrals, and act as a trusted advisor to individuals and families across a broad client base. You will demonstrate a strong knowledge of markets, maintain integrity, and guide clients through digital tools for governance and monitoring of their investments.