J.P. Morgan Wealth Management – Private Client Advisor - North Inland Empire, CA (including the High Desert)

What you'll do

• Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
• Provide holistic financial coaching and educate clients on digital tools and channels for managing investments.
• Support teammates and bank goals while fostering diversity and acting with integrity toward clients.

What they ask for

• 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.
• Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.

Nice to have

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Pay

$70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70-320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary; $70,320.00-$70,320.00 USD base salary