J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area)
Core
Private Client Advisor offering comprehensive financial planning and personalized investment solutions to individuals and families.
Role type
Private Client Advisor (Financial Advisor)
Builds
Client relationships and a book of business
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
client acquisition, relationship management, goals-based planning, financial coaching, digital channel adoption
Preferred skills
Certified Financial Planning (CFP®) certification, Bachelor's degree
Technologies
digital investment channels, digital banking platforms
Responsibilities
Build a book of business, deliver personalized investment solutions, educate clients on technology and channels, provide holistic financial coaching, foster a culture of diversity
Seniority
Mid-level (2+ years experience required)