Private Client Advisor - Holistic Wealth & Digital

JPMorgan Chase & Co.; Rochester Hills (MI); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and leverage digital tools to enhance the client experience. You will manage a broad client book, apply goals-based planning, and collaborate with partners to provide holistic financial coaching beyond investments, while upholding the highest

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated 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 is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• This will be done with a consistent focus on relationship management, not portfolio management.
• 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

Client relationships

Goals-based planning

Financial markets

Integrity

Digital tools

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and leverage digital tools to enhance the client experience. You will manage a broad client book, apply goals-based planning, and collaborate with partners to provide holistic financial coaching beyond investments, while upholding the highest