Private Client Advisor: Wealth Planning & Digital

Testing Site - JPMC; Clayton (MO); On-site; USD 85,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment solutions for individuals and families. You will collaborate with partners to deepen client relationships and provide holistic financial guidance.

The role emphasizes relationship management, client education on digital tools, and delivering an exceptional investor experience through advised solutions and referrals.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.

Skills

Client acquisition

Relationship management

Communication skills

Regulatory compliance

Sales and advisory skills

Education

Bachelor's degree (preferred)

CFP certification preferred

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment solutions for individuals and families. You will collaborate with partners to deepen client relationships and provide holistic financial guidance.

The role emphasizes relationship management, client education on digital tools, and delivering an exceptional investor experience through advised solutions and referrals.