J.P. Morgan Wealth Management - Private Client Advisor - Moorpark, CA (Moorpark Town Center)
On-site · Moorpark, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management based in Moorpark, CA. Build a book of clients and deliver personalized investment solutions leveraging leadership and relationship-building skills. Provide holistic financial coaching, educate clients on technology and channels to monitor investments, and work with partners to deepen client relationships. Role emphasizes relationship management, optimizing the investor experience, and using a broad investment product and digital platform to meet client needs. Requires licensing (Series 7, Series 66 or equivalent) and licenses for Life/Health/LTC insurance; CFP is preferred and a Bachelor's degree is preferred. This position is within JPMorgan Chase's wealth management and adheres to regulatory disclosures and firm-wide standards.
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
- 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 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Preferred CFP certification and Bachelor's degree
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