Private Client Advisor - Wealth & Digital Solutions

JP Morgan Chase; New Albany (OH); On-site; USD 70,000 - 120,000; Full time

Job summary

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

Your expertise will support clients from savers to high net worth prospects, delivering an exceptional investor experience through advised solutions and referrals that deepen relationships. You will champion client success by building a book of business, demonstrating knowledge of financial markets, and maintaining the highest

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• 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 clients, focusing 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 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 relationships

Financial planning

Series 7 license

Series 66 license

Licenses: Life/Health/LTC

Education

Bachelor’s degree (preferred)

Job description

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

Your expertise will support clients from savers to high net worth prospects, delivering an exceptional investor experience through advised solutions and referrals that deepen relationships. You will champion client success by building a book of business, demonstrating knowledge of financial markets, and maintaining the highest