Private Client Advisor - Build Trusted Wealth Relationships

Testing Site - JPMC; Napa (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor to join Chase Wealth Management in the United States. You will deliver comprehensive financial planning and tailored investment guidance to individuals and families, helping them grow and protect wealth with a client-centric approach.

You will build trusted relationships, collaborate with partners, and use digital tools to enhance the investor experience while upholding the firm’s commitment to integrity and service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent
• Proven success in client acquisition and relationship management
• Ability to provide goals-based financial planning
• Active FINRA licenses required within 60 days of starting

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Support teammates’ success and foster a culture of diversity.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle 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 when, where, and how they want

Skills

Client relationships

Goal-based planning

Financial guidance

Relationship management

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase seeks a Private Client Advisor to join Chase Wealth Management in the United States. You will deliver comprehensive financial planning and tailored investment guidance to individuals and families, helping them grow and protect wealth with a client-centric approach.

You will build trusted relationships, collaborate with partners, and use digital tools to enhance the investor experience while upholding the firm’s commitment to integrity and service.