Elite Private Client Wealth Advisor

JPMorgan Chase & Co.; Wilmington (DE); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business, provide tailored investment solutions, and leverage digital tools to enhance client experiences.

The role emphasizes relationship-building, financial coaching beyond investments, and a commitment to integrity and client-centric service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with internal teams.
• Demonstrated commitment to goals-based planning and comprehensive financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and client coaching beyond investments.
• Educate clients on digital tools and channels to monitor and manage investments.
• Foster a culture of diversity and inclusion while upholding high integrity.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

L/H/LTC licenses

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business, provide tailored investment solutions, and leverage digital tools to enhance client experiences.

The role emphasizes relationship-building, financial coaching beyond investments, and a commitment to integrity and client-centric service.