Private Client Advisor: Wealth Management & Holistic Planning

JPMorgan Chase & Co.; Waterloo (IA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families. You will build trusted client relationships and provide tailored investment solutions across a broad product platform.

You will educate clients on digital tools, coordinate with partners, and uphold high standards of integrity while driving growth and an exceptional client 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
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• Certified Financial Planning (CFP®) certification is preferred
• Bachelor's degree preferred

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management
• Provide comprehensive financial planning and advice to individuals and families
• Educate clients on technology and channels to monitor, maintain, and manage investments
• Demonstrate deep understanding of financial markets and sound business judgement
• Maintain integrity and act in clients' best interests
• Leverage Chase partner referrals to deepen client relationships
• Embrace digital innovations to enable clients to bank when, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Financial advisory experience

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families. You will build trusted client relationships and provide tailored investment solutions across a broad product platform.

You will educate clients on digital tools, coordinate with partners, and uphold high standards of integrity while driving growth and an exceptional client experience.