J.P. Morgan Wealth Management – Private Client Advisor - Aliso Viejo, CA
On-site · Aliso Viejo, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions, provide comprehensive financial planning and advice to individuals and families, educate clients on technology and digital channels, collaborate with partners to deepen client relationships, and demonstrate the highest standards of integrity and professional judgment. The role emphasizes relationship management, goals-based planning, and leveraging digital innovations to help clients monitor and manage their investments, with an emphasis on tailoring advisory solutions to client needs and coordinating with partners for referrals.
Required Qualifications
- Series 7
- Series 66 (63/65) license or must be obtained within 60 days
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days
- Bachelor's degree preferred
- CFP certification preferred
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