Private Client Advisor: Holistic Wealth & Digital Access

Fairygodboss; Hilliard (OH); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a trusted client base, apply goals-based planning, and coordinate with partners to provide holistic guidance across channels. Role requires Series 7, Series 66 within 60 days, and Life/Health/LTC licenses within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license required.
• Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.

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

Client acquisition

Relationship building

Market understanding

Regulatory compliance

Financial planning

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a trusted client base, apply goals-based planning, and coordinate with partners to provide holistic guidance across channels. Role requires Series 7, Series 66 within 60 days, and Life/Health/LTC licenses within 60 days.