Private Client Advisor: Wealth Growth & Digital Tools

JPMorganChase; Rocky River (OH); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Incentive compensation

Job summary

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

You will leverage the bank's platforms, maintaining relationships and providing advised solutions and referrals to deepen client engagement. You'll support a wide range of clients, from new savers to high-net-worth individuals, and must hold active Series 7, Series 66, and Life/Health/ Long-Term Care licenses or obtain

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in acquiring and maintaining clients and partnerships.
• Ability to provide goals-based financial planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on digital tools and monitoring their investments.
• Demonstrate integrity and client-focused decision making.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

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 deliver comprehensive financial planning and investment guidance for individuals and families.

You will leverage the bank's platforms, maintaining relationships and providing advised solutions and referrals to deepen client engagement. You'll support a wide range of clients, from new savers to high-net-worth individuals, and must hold active Series 7, Series 66, and Life/Health/ Long-Term Care licenses or obtain