Private Client Advisor - Wealth Planning & Digital Solutions

Testing Site - JPMC; Reno (NV); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families in a client-focused, diverse environment.

You will build trusted relationships, deliver personalized investment solutions, and leverage digital tools to enhance the client experience while maintaining the highest ethical standards and regulatory compliance.

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.
• Licensing requirements: Series 7, Series 66, Life/Health/LTC licenses or equivalent.

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-building

Goals-based planning

Financial markets knowledge

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families in a client-focused, diverse environment.

You will build trusted relationships, deliver personalized investment solutions, and leverage digital tools to enhance the client experience while maintaining the highest ethical standards and regulatory compliance.