Private Client Advisor: Relationship‑Led Wealth Planner

Testing Site - JPMC; Moline (IL); On-site; USD 90,000 - 160,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build enduring client relationships, apply goals-based planning, and collaborate with partners to provide an exceptional investor experience, while embracing digital tools to serve clients where they bank and invest.

Qualifications

• At least 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 advice.

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. This will be done with a consistent focus on relationship management, not portfolio management
• 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 relationship

Goals-based planning

Financial advisory

Regulatory licenses

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build enduring client relationships, apply goals-based planning, and collaborate with partners to provide an exceptional investor experience, while embracing digital tools to serve clients where they bank and invest.