Private Client Advisor — Wealth & Digital Solutions

JPMorganChase; Hudson (OH); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Total rewards package

On-site health and wellness centers

Commission-based pay

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advisory services to individuals and families.

You will build a trusted book of business, deliver tailored investment solutions, and guide clients through markets with diligence and integrity. The role emphasizes educating clients on technology, digital channels, and holistic financial coaching beyond investments, while collaborating with partners to deepen

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.
• 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 through leadership and relationship-building, with a focus on relationship 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.
• Educate 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 acquisition

Relationship management

Goals-based planning

Financial market knowledge

Integrity

Financial coaching

Digital literacy

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advisory services to individuals and families.

You will build a trusted book of business, deliver tailored investment solutions, and guide clients through markets with diligence and integrity. The role emphasizes educating clients on technology, digital channels, and holistic financial coaching beyond investments, while collaborating with partners to deepen