Private Client Advisor: Holistic Wealth Planning & Solutions

JPMorganChase; Jeffersontown (KY); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families. You will build a book of business and provide tailored investment solutions while leveraging digital tools to enhance client experience.

The role emphasizes relationship management, understanding financial markets, and a holistic approach to client needs, including education on technology-driven solutions and referrals from

Qualifications

• At least 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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with focus on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor and manage 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 how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial services experience

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 (63/65) license

Life/Health/Long Term Care license

Job description

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families. You will build a book of business and provide tailored investment solutions while leveraging digital tools to enhance client experience.

The role emphasizes relationship management, understanding financial markets, and a holistic approach to client needs, including education on technology-driven solutions and referrals from