Elite Private Client Advisor | Wealth Management

JPMorgan Chase & Co.

Cincinnati (OH)

On-site

USD 80,000 - 120,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build relationships, understand client goals, and deliver tailored investment solutions.

The role emphasizes exceptional client service, integrity, and collaboration with partners to deepen client relationships, while educating clients on digital tools to monitor and manage investments.

Qualifications

At least 2 years in a Financial Advisor role or equivalent.
Proven success in client acquisition and maintaining client relationships.
Commitment to goals-based planning and advice.
Active licenses or ability to obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide holistic view of clients’ needs and financial coaching beyond investments.
Educate clients on technology and channels to monitor, maintain, and handle investments.
Demonstrate integrity and a client-first approach in all interactions.

Skills

Client acquisition

Relationship building

Goals-based financial planning

Financial markets knowledge

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Series 7 license

Series 66 license (63/65) or to be obtained within 60 days

Life, Health and Long Term Care Insurance license or to be obtained within 60 days

Job description

The role emphasizes exceptional client service, integrity, and collaboration with partners to deepen client relationships, while educating clients on digital tools to monitor and manage investments.

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