Private Client Advisor: Wealth Planning & Digital Solutions

Fairygodboss; Solon (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build client relationships, provide personalized investment solutions, and leverage partner referrals to deepen client engagement.

The role emphasizes integrity, educating clients on digital tools, and a holistic view of financial needs, with opportunities across a broad platform and advisory services.

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.
• Must have Series 7 and Series 66 licenses or obtain within 60 days of starting.
• Must have Life, Health and Long Term Care Insurance license or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on relationship-building skills.
• Provide comprehensive financial planning and advice to clients across wealth spectrum.
• Demonstrate knowledge of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Promote digital solutions to help clients bank flexibly.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 (63/65) license

Life/Health/LTC license

Financial advisory

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build client relationships, provide personalized investment solutions, and leverage partner referrals to deepen client engagement.

The role emphasizes integrity, educating clients on digital tools, and a holistic view of financial needs, with opportunities across a broad platform and advisory services.