J.P. Morgan Wealth Management – Private Client Advisor - Torrance, Long Beach, CA and Surrounding Areas
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 people beginning to save to those with significant wealth. You will represent J.P. Morgan Chase and use its investment products, thought leadership, and digital technology to offer solutions suited to clients’ financial needs. The role focuses on relationship management rather than portfolio management, building a book of business, and providing an exceptional investor experience through advised solutions and referrals to Chase partners. You will also help clients understand available technology and banking channels and provide broader financial coaching beyond investments.
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 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 as a condition of employment.
Nice To Haves
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
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 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 that help them monitor, maintain, and handle their investments.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Embrace digital innovations and help clients become more confident using digital banking and investment services.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
