Private Client Advisor – Wealth Planning & Digital Advisory

JPMorgan Chase & Co.; Boardman Township (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver investment solutions, deepen client relationships, and offer guided referrals to meet financial needs.

The role emphasizes client-centric service, integrity, and leveraging digital tools to help clients monitor and manage their investments. A strong focus on diversity and inclusion is highlighted.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or within 60 days of starting.
• Active Life, Health and Long Term Care insurance license or within 60 days.
• CFP certification preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.
• Partner with Chase referrals to deepen client relationships.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Digital tools adoption

Education

Bachelor’s degree preferred

CFP Certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver investment solutions, deepen client relationships, and offer guided referrals to meet financial needs.

The role emphasizes client-centric service, integrity, and leveraging digital tools to help clients monitor and manage their investments. A strong focus on diversity and inclusion is highlighted.