Private Client Advisor — Holistic Wealth Planning

JPMorgan Chase & Co.; Sioux Falls (SD); On-site; USD 70,000 - 110,000; 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 lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

You will deliver holistic wealth guidance, educate clients on digital tools, and help them monitor and manage investments while maintaining the highest standards of integrity.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated commitment to goals-based planning and advice.
• Active Series 7 license; active Series 66 (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting.

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-building

Goals-based planning

Education

Series 7 license

Series 66 license (63/65)

Life, Health & LTC license

Bachelor’s degree (preferred)

CFP certification (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 lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

You will deliver holistic wealth guidance, educate clients on digital tools, and help them monitor and manage investments while maintaining the highest standards of integrity.