Private Client Advisor: Digital Wealth & Relationships

JPMorganChase; Peoria (AZ); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment advice. You will build and protect client relationships, provide tailored investment solutions, and collaborate with partners to expand the client base.

You bring 2+ years in financial services, relevant licenses, and a commitment to fiduciary standards, with the ability to educate clients on digital channels and advisory solutions.

Qualifications

• Minimum 2 years as a Financial Advisor or equivalent financial services experience.
• Proven success in acquiring and maintaining client relationships and partnering with key teams.
• Ability to provide goals-based financial planning and advice.
• Active Series 7 license required; Series 66 within 60 days or equivalent.
• Active Life, Health and Long Term Care insurance licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Partner with experts to deepen client relationships and referrals.
• Demonstrate knowledge of financial markets and sound judgment.
• Maintain client integrity and focus on clients' best interests.
• Educate clients on digital tools to monitor and manage investments.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets understanding

Education

Bachelor's degree

CFP certification (preferred)

Series 7 license

Series 66 license

Life/Health/LTC insurance license

Job description

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment advice. You will build and protect client relationships, provide tailored investment solutions, and collaborate with partners to expand the client base.

You bring 2+ years in financial services, relevant licenses, and a commitment to fiduciary standards, with the ability to educate clients on digital channels and advisory solutions.