Private Client Advisor - Wealth & Planning Expert

JPMorganChase; Greenwich (CT); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, deliver tailored investment solutions, and collaborate with partners to deepen client connections.

Role emphasizes goals-based planning, regulatory licensing, and ability to educate clients on digital channels and tools for monitoring investments.

Qualifications

• Minimum 2 years in a financial advisory role or equivalent.
• Proven success in acquiring and maintaining client relationships.
• Commitment to goals-based planning and financial advice.
• Active Series 7 license and Series 66 required or within 60 days.
• Life, Health and Long-Term Care Insurance license required or within 60 days.

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 clients through leadership and relationship-building
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage 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 how they want

Skills

Relationship management

Client acquisition

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree preferred

Job description

JPMorganChase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, deliver tailored investment solutions, and collaborate with partners to deepen client connections.

Role emphasizes goals-based planning, regulatory licensing, and ability to educate clients on digital channels and tools for monitoring investments.