Private Client Advisor — Holistic Wealth Planning

JPMorganChase; Port Orchard (WA); On-site; USD 90,000 - 120,000; Full time

Job summary

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

You will build and manage a book of business, rely on leadership and relationships, and deliver investment solutions through a broad product platform while maintaining the highest standards of integrity and client service.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Demonstrate integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial knowledge

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life, Health and LTC license

Job description

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

You will build and manage a book of business, rely on leadership and relationships, and deliver investment solutions through a broad product platform while maintaining the highest standards of integrity and client service.