Private Client Advisor: Holistic Wealth & Relationships

JPMorgan Chase & Co.; Arbolada Addition (LA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and bespoke investment advice to individuals and families.

You will build lasting client relationships, offer advised solutions, and coordinate with partners to meet clients’ evolving financial needs. This role emphasizes client acquisition, integrity, and educating clients on digital tools to monitor and manage investments, with CFP preferred and a

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and compliant advice.

Responsibilities

• Champion teammates’ success and bank goals while promoting diversity.
• Build a book of business delivering personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and act in clients’ best interests.
• Educate clients on digital tools to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Leverage digital innovations to enable remote and flexible banking.

Skills

Financial planning

Client relationships

Series 7

Series 66

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and bespoke investment advice to individuals and families.

You will build lasting client relationships, offer advised solutions, and coordinate with partners to meet clients’ evolving financial needs. This role emphasizes client acquisition, integrity, and educating clients on digital tools to monitor and manage investments, with CFP preferred and a