Digital-First Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Searcy (AR); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, deliver tailored investment solutions, and refer Chase partners to deepen client engagement. The role requires ongoing licensing (Series 7, Series 66, Life/Health/LTC) and a CFP designation is preferred.

Qualifications

• 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.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ financial needs and coaching beyond investments.
• Embrace digital innovations to help clients bank how they want.

Skills

Financial advisory

Client relationships

Series 7

Series 66

License: Life/Health/LTC

Goal-based planning

Education

Bachelor's degree

Tools

CRM software

Portfolio review tools

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, deliver tailored investment solutions, and refer Chase partners to deepen client engagement. The role requires ongoing licensing (Series 7, Series 66, Life/Health/LTC) and a CFP designation is preferred.