J.P. Morgan Wealth Management – Private Client Advisor - Los Alamitos, CA
On-site · Los Alamitos, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families, leveraging leadership and relationship-building to deepen client relationships. The role requires strong knowledge of financial markets, a commitment to goals-based planning, and the ability to educate clients on technology and channels to monitor and manage investments, while embracing digital innovations to support client engagement both in-branch and remotely as appropriate.
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
- 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 CFP certification
- Bachelor’s degree preferred
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