Private Client Advisor - Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Myrtle Beach (SC); On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advised solutions to individuals and families.

You will leverage leadership to grow a book of business, deepen client relationships, and deliver an exceptional investor experience across digital and in-branch channels. The role emphasizes goals-based planning, client education on market trends, and collaboration with partners to meet clients’ evolving financial

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven client acquisition and relationship management skills.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must obtain within 60 days of starting.
• Active Life, Health and Long Term Care insurance license or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Foster relationships through leadership and collaboration with partners.
• Demonstrate understanding of financial markets and sound judgment.
• Provide investment coaching and use digital channels to enhance client interactions.
• Act with integrity and prioritize client interests in all activities.
• Educate clients on technology and channels for monitoring investments.
• Offer comprehensive financial planning and advisory services.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advised solutions to individuals and families.

You will leverage leadership to grow a book of business, deepen client relationships, and deliver an exceptional investor experience across digital and in-branch channels. The role emphasizes goals-based planning, client education on market trends, and collaboration with partners to meet clients’ evolving financial