J.P. Morgan Wealth Management - Private Client Advisor - Huntington Beach, CA (Huntington Harbour)
About The Position
As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from new savers to those with significant wealth. You will represent the J.P. Morgan Chase brand and draw on its investment products, thought leadership, and digital technology to offer solutions suited to clients’ financial needs. You will create an exceptional investor experience through advised solutions and referrals to Chase partners that deepen client relationships. The role focuses on relationship management rather than portfolio management. The position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. Investment products and services are not FDIC-insured or insured by any federal government agency, are not deposits or other obligations or guarantees of JPMorgan Chase Bank, N.A. or its affiliates, and are subject to investment risks, including possible loss of principal. Investment products and services are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. Products are not available in all states.
Requirements
- 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.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting in the role as a condition of employment.
- Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting in the role as a condition of employment.
Nice To Haves
- Certified Financial Planning (CFP®) certification preferred.
- Bachelor’s degree preferred.
Responsibilities
- Champion and support teammates’ success and bank goals while fostering a culture of diversity.
- Build a book of business and deliver personalized investment solutions by using leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio management.
- Demonstrate a deep understanding of financial markets and sound business judgment.
- Act with unwavering integrity and do what is right for clients.
- Educate clients about the technology and channels available to monitor, maintain, and manage their investments.
- Take a holistic view of clients’ needs and provide financial coaching beyond investments.
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
