Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Billings (MT); On-site; USD 75,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and protect wealth, offering advised solutions and leveraging Chase partner referrals to deepen relationships.

Responsibilities emphasize attracting clients, delivering personalized options, and educating clients on digital tools to monitor and manage investments.

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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of 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

Skills

Client acquisition

Relationship management

Financial planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and protect wealth, offering advised solutions and leveraging Chase partner referrals to deepen relationships.

Responsibilities emphasize attracting clients, delivering personalized options, and educating clients on digital tools to monitor and manage investments.