Private Client Advisor: Wealth Planning & Digital Tools

JPMorgan Chase Bank, N.A.; Greenfield (IN); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build trusted client relationships, provide holistic financial coaching, and leverage digital tools to enhance the investor experience.

Preferred candidates hold CFP certification and a bachelor's degree; a strong track record in client acquisition and goals-based planning is highly valued in this role.

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.

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

Series 7

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build trusted client relationships, provide holistic financial coaching, and leverage digital tools to enhance the investor experience.

Preferred candidates hold CFP certification and a bachelor's degree; a strong track record in client acquisition and goals-based planning is highly valued in this role.