Private Client Advisor: Holistic Wealth Planning

Testing Site - JPMC; Silverthorne (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will build and manage client relationships, delivering investment solutions and coordinating with partners for a holistic client experience. Responsibilities include expanding a client base, applying goals-based planning, and staying informed on market trends while leveraging digital tools to enhance engagement and monitoring of

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and relationship-building
• Proven ability to goals-based planning and advice
• Licensing requirements must be obtained within 60 days of starting (as applicable)

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 with relationship management focus
• Demonstrate deep understanding of financial markets and sound business judgement
• Exhibit integrity and act in clients' best interests
• Educate clients on technology and channels to monitor investments
• Provide holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank how they want

Skills

Series 7

Series 66 (63/65) license

Life, Health and Long Term Care Lic

Education

Bachelor’s degree preferred

Job description

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

You will build and manage client relationships, delivering investment solutions and coordinating with partners for a holistic client experience. Responsibilities include expanding a client base, applying goals-based planning, and staying informed on market trends while leveraging digital tools to enhance engagement and monitoring of