Private Client Advisor, Wealth Planning & Digital

JPMorgan Chase & Co.; Salt Lake City (UT); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Salt Lake City is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management. You will serve individuals and families, building trusted relationships and offering advised solutions through Chase referrals.

The role emphasizes understanding financial markets, maintaining client trust, and driving digital engagement while partnering with bank teams to grow a client-first business.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Strong client acquisition and relationship management skills.
• Knowledge of financial markets and investment concepts.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days.
• Life, Health and Long Term Care licenses or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and guidance to clients.
• Educate clients on technology channels to monitor investments.
• Demonstrate integrity and commitment to client interests.
• Collaborate with partners to deepen client relationships.
• Champion teammates and support bank goals in a diverse culture.

Skills

Relationship building

Client acquisition

Financial markets knowledge

Communication skills

Digital literacy

Education

Bachelor's degree

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Salt Lake City is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management. You will serve individuals and families, building trusted relationships and offering advised solutions through Chase referrals.

The role emphasizes understanding financial markets, maintaining client trust, and driving digital engagement while partnering with bank teams to grow a client-first business.