Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Salt Lake City (UT); On-site; USD 75,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in Salt Lake City, Utah, seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will cultivate a book of business through relationship-building, provide tailored solutions, and leverage digital tools to enhance the client experience. You will operate with integrity, demonstrate strong market knowledge, and collaborate with partners to deepen client relationships while

Qualifications

• Minimum 2 years as Financial Advisor or equivalent experience.
• Proven success in client acquisition and nurturing relationships with partners.
• Demonstrated ability to provide goals-based planning and advice.
• Active Series 7; Series 66 and Life/Health/LTC licenses required or will be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep market knowledge and sound judgment in client solutions.
• Maintain integrity and fiduciary mindset in all client interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments and collaborate with partners.

Skills

Client relations

Relationship management

Financial planning

Sales acumen

Digital platforms

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Salt Lake City, Utah, seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will cultivate a book of business through relationship-building, provide tailored solutions, and leverage digital tools to enhance the client experience. You will operate with integrity, demonstrate strong market knowledge, and collaborate with partners to deepen client relationships while