Private Client Advisor: Holistic Wealth & Digital Solutions

Testing Site - JPMC; Henderson (NV); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You’ll build relationships, deliver personalized investment solutions, and leverage partner referrals to deepen client engagement.

The role emphasizes goals-based planning, market understanding, and a commitment to integrity while helping clients monitor and manage their investments through digital channels.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Ability and commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 (63/65) license required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care licenses required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Foster a culture of diversity and support teammates’ success.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor investments and stay digitally confident.
• Embrace digital innovations to help clients bank how and where they want.

Skills

Client acquisition

Relationship building

Partnerships

Goals-based planning

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You’ll build relationships, deliver personalized investment solutions, and leverage partner referrals to deepen client engagement.

The role emphasizes goals-based planning, market understanding, and a commitment to integrity while helping clients monitor and manage their investments through digital channels.