Private Client Advisor: Strategic Wealth & Client Growth

JPMorgan Chase & Co.; Toledo (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will support clients from saving beginners to high net worth, delivering advised solutions and referrals that deepen client relationships. Responsibilities include building a client book, guiding investment solutions, and leveraging digital channels to enhance the client experience, with emphasis on integrity and tailored

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and partner with key teams.
• Commitment to goals-based planning and client advice.
• Active Series 7 license.
• Active Series 66 (63/65) or obtain within 60 days of start.
• Active Life, Health and Long Term Care license or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on relationships and leadership.
• Provide comprehensive financial planning and investment guidance to individuals and families.
• Demonstrate knowledge of financial markets and strong business judgement.
• Maintain integrity and act in the best interest of clients at all times.
• Educate clients about technology and channels to monitor and manage investments.
• Offer a holistic view of clients’ needs beyond investments.
• Support clients to be more digitally confident and transact when and where they want.

Skills

Financial Advisor

Client acquisition

Relationship management

Series 7

Series 66

Licenses: Life/Health/ LTC

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will support clients from saving beginners to high net worth, delivering advised solutions and referrals that deepen client relationships. Responsibilities include building a client book, guiding investment solutions, and leveraging digital channels to enhance the client experience, with emphasis on integrity and tailored