Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Arvada (CO); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, educate clients on digital tools, and collaborate with partners to tailor solutions that meet evolving needs while upholding the firm's fiduciary standards. Requires securities licenses and a drive to grow a client book through excellent service.

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 license is required.
• 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 clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial advisory

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, educate clients on digital tools, and collaborate with partners to tailor solutions that meet evolving needs while upholding the firm's fiduciary standards. Requires securities licenses and a drive to grow a client book through excellent service.