Private Client Advisor - Wealth Management & Digital

JPMorgan Chase & Co.; Fort Smith (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Chase, through Chase Wealth Management, seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, from new savers to high-net-worth clients.

You will build a book of business and deliver tailored investment solutions with strong relationship management. You will guide clients through markets and digital tools, uphold high integrity, and provide holistic financial coaching beyond investments, enabling a more confident,

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 is required or must be obtained.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

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 with leadership and relationship-building skills.
• 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 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 how, where, and when they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase, through Chase Wealth Management, seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, from new savers to high-net-worth clients.

You will build a book of business and deliver tailored investment solutions with strong relationship management. You will guide clients through markets and digital tools, uphold high integrity, and provide holistic financial coaching beyond investments, enabling a more confident,