J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks, CA (Janss and Moorpark)
On-site · Thousand Oaks, California, United States
Job Summary
Provide comprehensive financial planning and investment advisory services to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions with a focus on relationship management and client education. Leverage digital tools and channels to help clients monitor, manage, and access investments, while collaborating with partners to deepen client relationships and offer holistic financial coaching beyond investments. Emphasize integrity, client-centric service, and staying informed on financial markets to support clients across varying wealth levels, from those just starting to save to high-net-worth individuals.
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 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
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