Private Client Advisor — Wealth Planning & Digital Coaching

JPMorganChase; New Albany (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in Ohio.

You will build relationships, advise on solutions, and collaborate with Chase partners to deepen client relationships, focusing on goals-based planning and an exceptional investor experience. The role emphasizes integrity, digital tools, and a holistic view of clients' needs, offering a path to grow with a

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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in Ohio.

You will build relationships, advise on solutions, and collaborate with Chase partners to deepen client relationships, focusing on goals-based planning and an exceptional investor experience. The role emphasizes integrity, digital tools, and a holistic view of clients' needs, offering a path to grow with a