Private Client Advisor, Wealth & Digital Planning

JPMorganChase; Town of Bristol (WI); On-site; USD 65,000 - 110,000; Full time

Job summary

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

You will build lasting relationships, deliver advised solutions, and coordinate with partners to deepen client relationships across channels and platforms. You will help clients from basic saving needs to complex wealth management, leveraging digital tools and a client-centric approach to deliver an exceptional investor

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 is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 the firm's by relying on leadership and relationship-building skills.
• 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 the firm's 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 relationships

Goals-based planning

Relationship management

Financial markets knowledge

Series 7 license

Series 66 license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

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

You will build lasting relationships, deliver advised solutions, and coordinate with partners to deepen client relationships across channels and platforms. You will help clients from basic saving needs to complex wealth management, leveraging digital tools and a client-centric approach to deliver an exceptional investor