Private Client Advisor - Wealth Growth & Digital Planning

Aumni; United States; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

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

You will build a book of business, offer invested solutions, and rely on leadership and partnerships to deepen client relationships. The role requires strong knowledge of markets, integrity, and the ability to educate clients about digital tools to monitor and manage investments.

Qualifications

• Minimum 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 license or must be obtained within 60 days of starting in the role.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

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 your clients with a focus on relationship management, not portfolio 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

Financial advising

Client acquisition

Relationship mgmt

Goals-based planning

Series 7

Education

Bachelor's degree

Job description

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

You will build a book of business, offer invested solutions, and rely on leadership and partnerships to deepen client relationships. The role requires strong knowledge of markets, integrity, and the ability to educate clients about digital tools to monitor and manage investments.