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.

• 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.

• 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.

• 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. 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.

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.