Private Client Advisor: Holistic Wealth & Digital Growth

Aumni; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Total rewards package

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and rely on leadership and collaboration with partners to deepen client engagement. The role emphasizes relationship management over portfolio administration, requires relevant licenses (Series 7/66 and insurance), and offers a competitive total

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Ability to provide goals-based planning and advice.
• Active Series 7 required.
• Active Series 66 required or must be obtained within 60 days.
• Active Life, Health and Long Term Care license required or must be obtained within 60 days.
• Contains Federal Deposit Insurance Act compliance and background review.

Responsibilities

• Champion and support your teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in the clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank how they want.

Skills

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Client relationship management

Financial planning & advice

Regulatory compliance

Financial advisor experience

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and rely on leadership and collaboration with partners to deepen client engagement. The role emphasizes relationship management over portfolio administration, requires relevant licenses (Series 7/66 and insurance), and offers a competitive total