Private Client Advisor: Holistic Planning & Digital

JPMorgan Chase & Co.; Silverthorne (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients choose advised solutions and leverage Chase partner referrals to deepen client relationships. You will build a book of business, deliver personalized investment solutions, and guide clients through financial markets with integrity and a client-first mindset, while embracing digital

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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

Relationship management

Financial planning

Client acquisition

Communication

Goals-based planning

Sound financial judgement

Integrity

Education

Series 7

Series 66 (63/65)

Life, Health & LTC Insurance license

CFP

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients choose advised solutions and leverage Chase partner referrals to deepen client relationships. You will build a book of business, deliver personalized investment solutions, and guide clients through financial markets with integrity and a client-first mindset, while embracing digital