J.P. Morgan Wealth Management – Community Private Client Advisor - Oakland, CA (Broadway and 30th)
$68.64k/y-$68.64k/y
JPMorganChase3 days ago
Highlight
OnsiteFull-timeMid
Summary
JPMorganChase is seeking a Community Private Client Advisor to join their Wealth Management team in Oakland, CA. The role involves providing comprehensive financial planning and advice to individuals and families while uplifting the local community.
About the Role
As a Community Private Client Advisor, you will engage with clients to offer personalized investment solutions, build relationships, and participate in community events. Your responsibilities include cultivating client relationships, providing financial coaching, and embracing digital innovations to enhance client experiences.
About You
Required:
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition and maintaining client relationships.
- A valid and active Series 7 license.
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
Preferred:
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Oakland, CA