J.P. Morgan Wealth Management – Private Client Advisor - Northridge / Santa Clarita, CA (area)

What you'll do

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide holistic financial coaching and educate clients about digital tools and channels for managing investments.
• Support teammates and bank goals while delivering client-focused service and demonstrating market knowledge and integrity.

What they ask for

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success acquiring clients, cultivating and maintaining relationships, and integrating with key partners; demonstrated commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and 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

USD 70,320.00-USD 70,320.00 base salary (Northridge, CA); USD 70,320.00-USD 70,320.00 base salary (Granada Hills, CA); USD 70,320.00-USD 70,320.00 base salary (Stevenson Ranch, CA); USD 70,320.00-USD 70,320.00 base salary (San Fernando, CA); USD 70,320.00-USD 70,320.00 base salary (Newhall, CA); USD 70,320.00-USD 70,320.00 base salary (Porter Ranch, CA); USD 70,320.00-USD 70,320.00 base salary (Santa Clarita, CA); USD 70,320.00-USD 70,320.00 base salary (Valencia, CA); USD 70,320.00-USD 70,320.00 base salary (Chatsworth, CA); USD 70,320.00-USD 70,320.00 base salary (Canyon Country, CA); USD 70,320.00-USD 70,320.00 base salary (Saugus, CA)