J.P. Morgan Wealth Management - Private Client Advisor - Fresno, CA (Shaw)
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 those beginning to save to those with significant wealth. You will offer advised solutions and Chase partner referrals to deliver an exceptional investor experience and deepen client relationships. The role represents the J.P. Morgan Chase brand and uses its investment products, thought leadership, and digital technology to address clients’ financial needs. The focus is on relationship management rather than portfolio management. The position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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 must 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 must 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 through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
- Demonstrate understanding of financial markets and sound business judgment.
- Act with integrity and do what is right for clients.
- Educate clients about technology and channels for monitoring, maintaining, and handling their investments.
- Provide a holistic view of clients’ needs and 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
