J.P. Morgan Wealth Management – Private Client Advisor - Long Beach, Lakewood, Cerritos and Buena Park, CA
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 use the firm’s investment products, thought leadership, and digital technology to offer suitable investment solutions and create an exceptional investor experience through advised solutions and referrals to Chase partners. The role emphasizes relationship management rather than portfolio management, and includes helping clients understand and use digital tools to monitor and manage their investments. The position supports a culture of diversity and inclusion and is subject to Section 19 of the Federal Deposit Insurance Act; an 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 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 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 understanding of financial markets and sound business judgment.
- Act with integrity and do what is right for clients.
- Educate clients about available technology and channels to monitor, maintain, and handle their investments.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Promote digital innovations to help clients become more confident using digital services 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
