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, supporting clients at a range of wealth levels. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. The role uses the firm's investment products, thought leadership, and digital technology to help clients meet their financial needs. It emphasizes relationship management rather than portfolio management, client education, financial coaching beyond investments, and helping clients use digital channels confidently. 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. The role's compensation may include base salary, commission-based pay and/or discretionary incentive compensation, depending on eligibility.
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 obtain it within 60 days of starting as a condition of employment.
- Valid and active Life, Health and Long Term Care Insurance license, or 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 the goals of the bank 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 a deep understanding of financial markets and sound business judgment.
- Act with unwavering 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.
Benefits
- Competitive total rewards package.
- Commission-based pay and/or discretionary incentive compensation may be available in eligible roles.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
