Private Client Advisor - Holistic Wealth Solutions

JPMorgan Chase; Asheville (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build and manage a book of business, offering tailored investment solutions and leveraging Chase channels to enhance the client experience.

You will engage with clients to understand their goals, educate them on market opportunities, and collaborate with partners to provide holistic financial coaching.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and retain clients and work with partners.
• Commitment to goals‑based planning and delivering advice.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship building, with a focus on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain uncompromising integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.
• Collaborate with partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/Long Term Care license

Education

Bachelors degree

CFP certification (preferred)

Job description

JPMorgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build and manage a book of business, offering tailored investment solutions and leveraging Chase channels to enhance the client experience.

You will engage with clients to understand their goals, educate them on market opportunities, and collaborate with partners to provide holistic financial coaching.