Digital-First Private Client Advisor

JPMorgan Chase & Co.; Lincoln (NE); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment guidance for individuals and families. You will provide advised solutions and leverage Chase referrals to deepen client relationships.

The role emphasizes building a broad client book, understanding markets, and maintaining high ethical standards, while educating clients on digital tools for monitoring and managing their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree

CFP certification

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment guidance for individuals and families. You will provide advised solutions and leverage Chase referrals to deepen client relationships.

The role emphasizes building a broad client book, understanding markets, and maintaining high ethical standards, while educating clients on digital tools for monitoring and managing their investments.