Private Client Advisor: Digital Wealth & Relationships

JPMorgan Chase & Co.; St. George (VT); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build lasting client relationships, rely on leadership and relationship-building skills, and provide tailored investment solutions with a focus on relationship management rather than portfolio-only strategies. The role requires at least 2 years in a Financial Advisor capacity, strong client acquisition history, and active

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice and compliance with licensing requirements.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and act in the best interest of clients.
• Educate clients on technology and channels for monitoring investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to enhance client engagement and service.

Skills

Financial advisor experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build lasting client relationships, rely on leadership and relationship-building skills, and provide tailored investment solutions with a focus on relationship management rather than portfolio-only strategies. The role requires at least 2 years in a Financial Advisor capacity, strong client acquisition history, and active