Private Client Advisor: Wealth Planning & Digital Focus

Fairygodboss; Salt Lake City (UT); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build trusted relationships, provide personalized advice, and connect clients with JPMS and Chase referrals to deepen wealth management. The role emphasizes integrity, market understanding, and educating clients on digital tools to monitor investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building.
• Series 7 and Series 66 licenses required or obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or obtained within 60 days.

Responsibilities

• Champion and support teammates' success and diversity goals.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and client-first approach in all activities.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable client accessibility and engagement.

Skills

Financial advisory experience

Client acquisition

Relationship management

Series 7

Series 66

Insurance licenses

Goal-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build trusted relationships, provide personalized advice, and connect clients with JPMS and Chase referrals to deepen wealth management. The role emphasizes integrity, market understanding, and educating clients on digital tools to monitor investments.