Private Client Advisor: Wealth Management & Planning

JPMorgan Chase & Co.; Hudson (OH); On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will support a broad range of clients, from new savers to high-net-worth individuals, delivering tailored investment solutions and leveraging Chase partner referrals to deepen relationships. You will help clients monitor, maintain, and adjust investments while embracing digital tools to enable banking anytime, anywhere.

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.
• Licenses: Series 7, Series 66 or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions using leadership and relationship-building skills.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients access services remotely.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial advisory

Communication skills

Education

Bachelor’s degree

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will support a broad range of clients, from new savers to high-net-worth individuals, delivering tailored investment solutions and leveraging Chase partner referrals to deepen relationships. You will help clients monitor, maintain, and adjust investments while embracing digital tools to enable banking anytime, anywhere.