Private Client Advisor: Holistic Wealth & Digital Planning

JPMorganChase; Worthington (OH); On-site; USD 80,000 - 110,000; Full time

Job summary

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

You will build trusted relationships and provide an exceptional investor experience through advised solutions and referrals. You'll work with clients across a spectrum from new savers to high-net-worth individuals, applying goals-based planning and a deep understanding of markets to guide financial decisions and

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven success in acquiring and maintaining clients and integrating with key partners.
• Active Series 7 and Series 66 licenses required 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 emphasizing relationship management over portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that prioritizes doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients be more digitally confident and bank when and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Regulatory compliance

Education

Bachelor's degree

CFP certification

Job description

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

You will build trusted relationships and provide an exceptional investor experience through advised solutions and referrals. You'll work with clients across a spectrum from new savers to high-net-worth individuals, applying goals-based planning and a deep understanding of markets to guide financial decisions and