J.P. Morgan Wealth Management – Community Private Client Advisor - Oakland, CA (Broadway and 30th)
On-site · Oakland, California, United States
Job Summary
Community Private Client Advisor in J.P. Morgan Wealth Management builds a book of business and delivers personalized investment solutions to clients, engages with the community through events and volunteer leadership groups, and educates clients on technology-enabled ways to monitor and manage investments. The role emphasizes relationship management, collaboration with partners, and a holistic view of clients’ financial needs, including financial coaching beyond investments, while leveraging digital channels and maintaining integrity and client-centric service.
Required Qualifications
- 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
- Demonstrated ability to provide holistic view of clients’ needs and financial coaching beyond investments and to share financial health education with community.
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Preferred qualifications: Certified Financial Planning (CFP) certification; Bachelor's degree preferred
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