Private Client Advisor: Holistic Wealth & Digital Solutions

JPMorgan Chase & Co.; Chesterfield (MO); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families, building trusted relationships and delivering personalized investment solutions.

The role emphasizes client acquisition, strong relationship management, and a clear understanding of financial markets, with required licenses (Series 7 and Series 66) and a Life/Health/LTC license to start within

Qualifications

• 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

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. 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 acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families, building trusted relationships and delivering personalized investment solutions.

The role emphasizes client acquisition, strong relationship management, and a clear understanding of financial markets, with required licenses (Series 7 and Series 66) and a Life/Health/LTC license to start within