Private Client Advisor — Holistic Wealth Planning

JPMorgan Chase; New Albany (OH); On-site; USD 85,000 - 110,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management division seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a strong client base, work with partners, and uphold the highest standards of integrity while leveraging digital tools to enhance the investor experience. You will advise across a broad set of solutions, educate clients on monitoring and managing their investments, and grow a holistic view of

Qualifications

• Minimum 2 years in a financial advisor or financial services role.
• Active licenses: Series 7 and Series 66 (63/65) or obtainable within 60 days.
• Active Life, Health and Long-Term Care insurance licenses or obtainable within 60 days.
• Strong client acquisition, relationship management and goals-based planning.
• Bachelor's degree preferred; CFP certification preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Protect client assets and operate with integrity and fiduciary responsibility.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with partners to deepen client relationships and referrals.

Skills

Relationship management

Financial planning

Client acquisition

Communication skills

Education

Bachelor's degree

Series 7 license

Series 66 license

Life/Health/Long Term Care license

CFP certification (preferred)

Job description

J.P. Morgan Chase's Chase Wealth Management division seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a strong client base, work with partners, and uphold the highest standards of integrity while leveraging digital tools to enhance the investor experience. You will advise across a broad set of solutions, educate clients on monitoring and managing their investments, and grow a holistic view of