Private Client Advisor: Holistic Wealth Planning

JPMorgan Chase & Co.; Catonsville (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families within Chase Wealth Management. You will build trusted client relationships and offer advised solutions, leveraging Chase referrals to deepen connections.

The role emphasizes fiduciary-like guidance, market knowledge, and the use of digital tools to enhance client engagement and investment oversight.

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 the firm's 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 the firm's 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

Financial Advisor

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life insurance license

Health insurance license

Long Term Care insurance license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families within Chase Wealth Management. You will build trusted client relationships and offer advised solutions, leveraging Chase referrals to deepen connections.

The role emphasizes fiduciary-like guidance, market knowledge, and the use of digital tools to enhance client engagement and investment oversight.