Private Client Advisor - Holistic Planning & Digital Wealth

JPMorgan Chase & Co.; Lake Havasu City (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance within Chase Wealth Management. You will build lasting client relationships and coordinate with partners to provide tailored solutions.

The role emphasizes integrity, deep market understanding, and digital tools to enhance the client experience, with opportunities to grow a book of business and advance in wealth management.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 required.
• Active Series 66 (63/65) required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care insurance license required or to be obtained within 60 days.

Responsibilities

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

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance within Chase Wealth Management. You will build lasting client relationships and coordinate with partners to provide tailored solutions.

The role emphasizes integrity, deep market understanding, and digital tools to enhance the client experience, with opportunities to grow a book of business and advance in wealth management.