Private Client Advisor: Wealth Planning & Digital Tools

JPMorgan Chase & Co.; Cape May Court House (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will interact with clients to deliver personalized investment solutions and leverage Chase partner referrals to deepen relationships. The role emphasizes client acquisition, strong relationship management, and a commitment to fiduciary standards, with licenses required (Series 7/66 and Life/Health/LTC) or obtained within 60

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7.
• Active Series 66 (63/65) within 60 days of starting.
• Active Life, Health and Long Term Care license or within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationships.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets knowledge

Education

CFP certification

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

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

You will interact with clients to deliver personalized investment solutions and leverage Chase partner referrals to deepen relationships. The role emphasizes client acquisition, strong relationship management, and a commitment to fiduciary standards, with licenses required (Series 7/66 and Life/Health/LTC) or obtained within 60