Wealth Relationship Advisor

JPMorgan Chase & Co.; Walnut Creek (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients across wealth spectrums, offering advised solutions and referrals to deepen relationships.

You will leverage leadership and relationship-building skills to grow a book of business while prioritizing client needs and digital tools for monitoring investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and partnering with key teams.
• Commitment to goals-based planning and investment advice.
• Active Series 7 license; active Series 66 (63/65) required or obtained within 60 days.
• Active Life, Health and Long Term Care Insurance licenses required or obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain high integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Digital literacy

Education

Bachelor’s degree

CFP certification

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients across wealth spectrums, offering advised solutions and referrals to deepen relationships.

You will leverage leadership and relationship-building skills to grow a book of business while prioritizing client needs and digital tools for monitoring investments.