J.P. Morgan Wealth Management – Private Client Advisor - San Luis Obispo, CA and Surrounding Areas
On-site · San Luis Obispo, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in the San Luis Obispo, CA area. Build a book of business, deliver personalized investment solutions, collaborate with partners, and educate clients on technology and digital channels to monitor and manage their investments. Emphasizes relationship-based planning, integrity, and a holistic view of clients’ financial needs with capability to leverage digital innovations for client experience.
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: Certified Financial Planning (CFP®) certification
- Bachelor’s degree preferred
Additional Requirements
- Federal Deposit Insurance Act coverage acknowledgment included
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