Private Client Advisor - Wealth Management & Planning

Testing Site - JPMC; Des Moines (IA); 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 deliver comprehensive financial planning and advisory services for individuals and families. You will build relationships, provide investment solutions, and leverage referrals to deepen client partnerships.

The role emphasizes goals-based planning, integrity, and educating clients on digital channels to monitor and manage investments, while serving a diverse client base with a holistic approach.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must obtain within 60 days of start.
• Active Life, Health, and LTC licenses or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and channels to manage investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to enhance client banking experience.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity and ethics

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7

Series 66 (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 deliver comprehensive financial planning and advisory services for individuals and families. You will build relationships, provide investment solutions, and leverage referrals to deepen client partnerships.

The role emphasizes goals-based planning, integrity, and educating clients on digital channels to monitor and manage investments, while serving a diverse client base with a holistic approach.