J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach)

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting‑edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, supporting a wide range of clients from those just starting to save to those with significant wealth. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients, focusing on relationship management rather than portfolio management. Demonstrate a deep understanding of financial markets and sound business judgement. Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Demonstrate a passion for educating clients on the technology and channels available to them. Provide a holistic view of clients' needs and financial coaching beyond investments. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. Required qualifications, capabilities, and skills 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 license. A valid and active Series 66 (or 63/65) license, 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, required or must be obtained within 60 days of starting in the role as a condition of employment. Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred. Bachelor's degree preferred.

FEDERAL DEPOSIT INSURANCE ACT

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location, commission‑based pay and/or discretionary incentive compensation, and a range of benefits and programs such as comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Equal Opportunity Employer/Disability/Veterans We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute. We also make reasonable accommodations for applicants' and employees' religious practices and mental health or physical disability needs. Westminster, CA $70,320.00 - $70,320.00 #J-18808-Ljbffr JPMorgan Chase Bank, N.A.