Private Client Advisor: Wealth & Digital Solutions

JPMorgan Chase & Co.; Chesterfield (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build relationships, grow a book of business, and deliver solutions with partner referrals.

A valid Series 7 and Series 66, plus Life/Health/LTC licenses, are required or must be obtained within 60 days of starting in the role. CFP preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid Series 7 license.
• Valid Series 66 license or must be obtained within 60 days of starting.
• Valid Life, Health and Long Term Care licenses or must be obtained within 60 days.
• CFP certification is preferred; Bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and bank goals while promoting diversity.
• Demonstrate understanding of financial markets and sound judgment.
• Provide holistic financial coaching beyond investments.
• Promote digital tools and channels for client engagement.
• Protect client interests with integrity and compliance.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets

Integrity

Communication

Education

Bachelor's degree

Job description

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build relationships, grow a book of business, and deliver solutions with partner referrals.

A valid Series 7 and Series 66, plus Life/Health/LTC licenses, are required or must be obtained within 60 days of starting in the role. CFP preferred.