J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks and Simi Valley, CA

J.P. Morgan Wealth Management – Private Client Advisor – Thousand Oaks / Simi Valley, CA Locations: Thousand Oaks, CA; Simi Valley, CA. Schedule: Full time. At J.P. Morgan Chase we are committed to helping our clients, employees, and community through excellent service and diverse, inclusive environments. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and investment solutions to individuals and families. Job Responsibilities Champion and support teammates’ success and bank goals while fostering diversity. Build a book of business and deliver personalized investment solutions through strong relationship management. Demonstrate deep understanding of financial markets and sound business judgment. Exhibit unwavering integrity and do right by clients. Educate clients on technology and channels to monitor, maintain, and handle investments. Provide a holistic view of clients’ needs and financial coaching beyond investments. Embrace digital innovations to help clients bank when, where, and how they want. 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 or will obtain within 60 days. Valid and active Life, Health and Long Term Care Insurance license or will obtain within 60 days. Preferred Qualifications Certified Financial Planning (CFP) certification is preferred. Bachelor’s degree preferred. Legal Disclosures FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offer contingent on review of criminal history. Not FDIC insured. Not insured by any federal government agency. Not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, NA or any of its affiliates. Subject to investment risks, including possible loss of the principal amount invested. Investment products and services are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are available through Chase Insurance Agency, Inc. Equal Opportunity Employer We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes. We also make reasonable accommodations for applicants’ and employees’ religious practices and disability needs. #J-18808-Ljbffr Aumni