Private Client Advisor - Holistic Wealth Planner

Aumni; Avon (CT); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

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

You will support a broad client base, from new savers to high-net-worth families, offering invested solutions and referrals to deepen client relationships. The role emphasizes relationship building, market understanding, and an unwavering commitment to integrity while helping clients monitor and manage their investments with

Qualifications

• At least 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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is 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 management

Financial planning

Licensing knowledge

Education

CFP certification preferred

Bachelor's degree preferred

Job description

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

You will support a broad client base, from new savers to high-net-worth families, offering invested solutions and referrals to deepen client relationships. The role emphasizes relationship building, market understanding, and an unwavering commitment to integrity while helping clients monitor and manage their investments with