J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Anaheim, CA and Surro[...]

Private Client Advisor At J.P. Morgan Chase, we are dedicated to delivering outstanding client service while fostering a culture of diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will represent our brand and help clients achieve their financial goals through comprehensive planning and investment solutions. Responsibilities Champion and support teammates' success and the goals of the bank while fostering a culture of diversity Build a book of business and deliver personalized investment solutions, focusing on relationship management and client education rather than portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity and prioritize doing right by clients in every interaction Educate clients on technology and channels available to them for monitoring and managing investments Provide a holistic view of clients’ needs and offer financial coaching beyond investments Embrace digital innovations to help clients feel confident and choose how, when, and where they bank Required Qualifications At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, relationship cultivation, and partnership integration Demonstrated ability and commitment to goals‑based planning and advice Valid and active Series 7 license Valid and active Series 66 (or 63/65) license required, or obtained within 60 days of starting the role Valid and active Life, Health, and Long Term Care Insurance license required, or obtained within 60 days of starting the role Preferred Qualifications Certified Financial Planning (CFP) certification Bachelor’s degree Compliance & Investment Information This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offer is contingent on a criminal conviction history review, including pretrial diversions or program entries. Investment and insurance products are not FDIC insured or guaranteed by any federal agency. They are subject to investment risks, including possible loss of principal. Products are offered through J.P. Morgan Securities LLC (JPMS) and Chase Insurance Agency, Inc. (CIA), which are affiliated companies under JPMorgan Chase & Co. Compensation & Benefits Compensation includes a base salary based on role, experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation. Benefits include comprehensive health care coverage, on‑site 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 value diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We provide reasonable accommodations for applicants and employees’ religious practices and mental or physical disability needs. #J-18808-Ljbffr Chase