J.P. Morgan Wealth Management – Private Client Advisor - Alameda, CA and Surrounding Areas
On-site · Alameda, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to individuals and families. You will educate clients on digital channels, provide holistic financial coaching beyond investments, foster client relationships, advocate for technology-enabled client experiences, and collaborate with partners to deepen client relationships. The role requires strong relationship-management skills, a deep understanding of financial markets, integrity, and the ability to leverage leadership and digital tools to help clients monitor and manage their investments.
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
- A valid and active Series 7 license
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
Additional Requirements
- Criminal conviction history review required per Federal Deposit Insurance Act; employment offer contingent on review
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