Private Client Advisor – Wealth Management (Digital & Relationships)

JPMorgan Chase & Co.; Grove City (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering tailored investment solutions to meet clients' financial goals. This role emphasizes relationship management, integrity, and the use of digital tools to enhance the investor experience.

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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients focusing on relationship management.
• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that aligns with best interests of clients.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering tailored investment solutions to meet clients' financial goals. This role emphasizes relationship management, integrity, and the use of digital tools to enhance the investor experience.