Private Client Advisor - Holistic Wealth & Relationships

Testing Site - JPMC; Greenfield (IN); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and manage a book of business, rely on goal-based planning, and partner with teams to provide an exceptional investor experience while leveraging digital tools for client engagement.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and the goals of the bank while fostering diversity.
• Build a book of business and deliver personalized investment solutions to clients with relationship management focus.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments and leverage digital channels for client engagement.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory experience

Digital/channel-based engagement

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and manage a book of business, rely on goal-based planning, and partner with teams to provide an exceptional investor experience while leveraging digital tools for client engagement.