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JPMorganChase · 1 hour ago

J.P. Morgan Wealth Management – Private Client Advisor - La Mesa, CA (area)

La Mesa, CA

Full-time

Onsite

Entry, Mid Level

2+ years exp

J.P. Morgan Chase is a leading financial services firm dedicated to helping clients achieve their financial goals. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice, building client relationships and delivering personalized investment solutions.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity

Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

Demonstrate a deep understanding of financial markets and sound business judgement

Exhibit unwavering integrity that points toward doing right by clients at every opportunity

Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

Provide a holistic view of clients’ needs and financial coaching beyond investments

Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Qualification

Financial Advisor experienceClient acquisitionSeries 7 licenseSeries 66 licenseLife Insurance licenseGoals-based planningCertified Financial PlanningBachelor's degreeRelationship managementFinancial coaching

Required

At least 2 years in a Financial Advisor role or equivalent financial services experience

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

Demonstrated ability and commitment to goals-based planning and advice

A valid and active Series 7

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred

Certified Financial Planning (CFP®) certification is preferred

Bachelor's degree preferred

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Company

JPMorganChase

Glassdoor4.0

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.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2855)

2024 (3469)

2023 (3395)

2022 (3594)

2021 (2515)

2020 (2495)