J.P. Morgan Wealth Management - Private Client Advisor - Turlock, CA (Geer Road)
On-site · Turlock, 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 relationship-building, leadership, and a deep understanding of financial markets. You’ll educate clients on technology channels to monitor and manage investments, provide holistic financial coaching beyond investments, and partner with teammates and bank partners to deliver an exceptional client experience while embracing digital innovations to enable banking anytime, anywhere.
Required Qualifications
- Series 7 license (active or must be obtained within 60 days)
- Series 66 license (63/65) or equivalent
- Life, Health and Long Term Care Insurance license (active or must be obtained within 60 days)
- Bachelor’s degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.