Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Frederick (MD); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in the United States. You will provide comprehensive financial planning and investment advice to individuals and families, helping a broad range of clients from new savers to high-net-worth individuals.

You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while staying committed to exceptional service and integrity.

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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

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 with 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.
• Educate clients on the technology and channels available to monitor and manage 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

Client acquisition

Relationship management

Goals-based planning

Market knowledge

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in the United States. You will provide comprehensive financial planning and investment advice to individuals and families, helping a broad range of clients from new savers to high-net-worth individuals.

You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while staying committed to exceptional service and integrity.