Elite Private Client Wealth Advisor

Testing Site - JPMC; Westfield (IN); On-site; USD 85,000 - 135,000; Full time

Job summary

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to offer comprehensive financial planning and tailored investment solutions to individuals and families. You will build trust, explain strategies, and refer Chase partners to deepen client relationships.

You will leverage knowledge of markets and technology to educate clients, manage a growing book of business, and provide holistic financial coaching while upholding the highest standards of integrity.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and relationship-building skills with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold unwavering integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank where they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Digital tools familiarity

Education

Bachelor’s degree (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to offer comprehensive financial planning and tailored investment solutions to individuals and families. You will build trust, explain strategies, and refer Chase partners to deepen client relationships.

You will leverage knowledge of markets and technology to educate clients, manage a growing book of business, and provide holistic financial coaching while upholding the highest standards of integrity.