Private Client Advisor: Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Searcy (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

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

You will help clients build wealth by offering advised solutions and leveraging Chase referrals to deepen relationships. The role emphasizes relationship management, market understanding, and integrity in serving clients across digital and in-person channels.

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 collaborating with partners.
• Active Series 7 and Series 66 licenses (or obtained within 60 days of starting).
• Active Life, Health and Long Term Care insurance license (or obtained within 60 days).
• CFP certification is preferred; Bachelor's degree is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions through strong relationships.
• Demonstrate deep understanding of financial markets and sound judgment.
• Promote integrity and do right by clients in all interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Collaborate with partners to deepen client relationships and referrals.
• Champion teammates' success and support bank goals while fostering diversity.

Skills

Client acquisition

Relationship building

Financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

Job description

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

You will help clients build wealth by offering advised solutions and leveraging Chase referrals to deepen relationships. The role emphasizes relationship management, market understanding, and integrity in serving clients across digital and in-person channels.