Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Benton Harbor (MI); On-site; USD 90,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive investment guidance and leverage digital tools to help clients manage their wealth.

You will build lasting client relationships, provide tailored financial planning, and work with partners to expand your book of business while maintaining the highest standards of integrity and client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Support teammates and goals of the bank while fostering diversity and inclusion.
• Educate clients on technology and channels to monitor investments and stay digitally confident.

Skills

Client acquisition

Relationship management

Goals-based planning

License: Series 7

License: Series 66

Life/Health/LTC licenses

Education

Bachelor's degree preferred

CFP (preferred)

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive investment guidance and leverage digital tools to help clients manage their wealth.

You will build lasting client relationships, provide tailored financial planning, and work with partners to expand your book of business while maintaining the highest standards of integrity and client service.