Private Client Advisor, Wealth Management

JPMorgan Chase & Co.; St. Louis (MO); On-site; USD 90,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will engage with clients across a spectrum of wealth levels, leveraging leadership, digital tools, and referral networks to deepen relationships and provide a high‑quality investor experience. The role emphasizes investment knowledge, disciplined client coaching, and a strong commitment to integrity,

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license (active) is required.
• Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support 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.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will engage with clients across a spectrum of wealth levels, leveraging leadership, digital tools, and referral networks to deepen relationships and provide a high‑quality investor experience. The role emphasizes investment knowledge, disciplined client coaching, and a strong commitment to integrity,