Chase Bank

JPMorgan Wealth Management - Private Client Advisor

Chase Bank

Santa Clara, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you an experienced financial advisor with an entrepreneurial spirit? Do you have a passion for helping individuals and families make sound financial decisions? We are seeking a Private Client Advisor for our JPMorgan Wealth Management team at Chase Bank. As a Private Client Advisor, you will be responsible for providing personalized financial advice to our clients, managing their investments, and helping them reach their long-term financial goals.This is an excellent opportunity for a motivated individual who is interested in building a career in wealth management. The ideal candidate will have a proven track record of success in the financial services industry and a strong desire to assist clients in making the best financial decisions. In this role, you will be expected to work independently and collaboratively as part of a larger team.To be successful in this position, you must possess the following qualifications:

Where is this job?
This job is located at Santa Clara, CA, USA
Job Qualifications
  • Accounting

  • Economics

  • Business Or Related Field

  • Bachelor's Degree In Finance

  • + Years Of Experience In A Financial Services Environment

  • Series And Series Securities Licenses

  • Cfp

  • Cima Or Aams Certification

  • Comprehensive Knowledge Of Financial Planning Techniques And Investment Strategies

  • Strong Interpersonal

  • Communication And Customer Service Skills

  • Ability To Multitask In A Fast-Paced Environment

Required Skills
  • Risk Management

  • Financial Analysis

  • Communication

  • Negotiation

  • Relationship Building

  • Credit Analysis

  • Portfolio Management

  • Regulatory compliance

  • Client Relationships

  • Estate Planning

  • Investment planning

  • Tax Planning

  • Market Knowledge

  • Wealth Preservation

  • Trust Management

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organization

  • Creative Thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a JPMorgan Wealth Management - Private Client Advisor in Santa Clara, CA, USA is $98,943 to $167,087.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 1st, 2023
Apply BeforeMay 22nd, 2025
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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