Digital Private Client Advisor – Wealth Management

Testing Site - JPMC; Lansing (MI); On-site; USD 80,000 - 100,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families, building trusted client relationships and guiding their financial journey.

You will leverage leadership and partnerships to grow your book, provide holistic financial coaching, and help clients monitor and manage their investments using modern digital tools.

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.
• Active Series 7 license is required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in role.

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 clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage 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 how they want.

Skills

Relationship management

Client acquisition

Goals-based planning

Financial markets understanding

Integrity and ethics

Technology adoption

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families, building trusted client relationships and guiding their financial journey.

You will leverage leadership and partnerships to grow your book, provide holistic financial coaching, and help clients monitor and manage their investments using modern digital tools.