J.P. Morgan Wealth Management – Private Client Advisor - San Clemente, San Juan Capistrano, and Laguna Beach, CA
On-site · San Juan Capistrano, California, United States or San Clemente, California, United States
Job Summary
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. Advocate holistic financial coaching beyond investments, educate clients on technology and channels to monitor and manage their investments, and leverage digital innovations to empower clients to bank when, where, and how they want. Demonstrate deep understanding of financial markets, sound business judgement, and unwavering integrity in client interactions while partnering with Chase to provide an exceptional investor experience.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) 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
- 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
Desired Qualifications
- Certified Financial Planning (CFP) certification is preferred
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