Private Client Advisor, Wealth Management & Planning

Fairygodboss; Chardon (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment solutions to individuals and families. You will build lasting client relationships, deliver personalized advisory services, and collaborate with partners to deepen client engagement.

The role emphasizes understanding financial markets, integrity, and leveraging digital tools to enhance the client experience across channels.

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.
• 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

• 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 to clients focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that guides actions in clients' best interests.
• Educate clients on technology and channels to monitor, maintain, and manage 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 building

Goals-based planning

Financial advisory

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment solutions to individuals and families. You will build lasting client relationships, deliver personalized advisory services, and collaborate with partners to deepen client engagement.

The role emphasizes understanding financial markets, integrity, and leveraging digital tools to enhance the client experience across channels.