Private Client Advisor | Growth, Planning & Digital Wealth

JPMorgan Chase & Co.; Town of Texas (WI); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families, focusing on building lasting client relationships.

You will couple market insight with digital tools to offer tailored investment solutions, provide an exceptional investor experience, and collaborate with partners to deepen client engagement and grow a robust book of business.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licenses: Series 7, Series 66 (63/65) or must obtain within 60 days; Life/Health/LTC licenses required or to be obtained within 60 days.

Responsibilities

• Champion and support teammates' success and bank goals with a culture of diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and do right by clients.
• 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 enable clients to bank when, where, and how they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Relationship management

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families, focusing on building lasting client relationships.

You will couple market insight with digital tools to offer tailored investment solutions, provide an exceptional investor experience, and collaborate with partners to deepen client engagement and grow a robust book of business.