Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Mechanicsville (VA); On-site; USD 90,000 - 140,000; Full time

Job summary

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

Your expertise will support clients from start savers to high wealth, delivering an exceptional investor experience with advised solutions and Chase referrals. You will build relationships, stay current on markets, and use digital tools to help clients monitor and manage their investments, while upholding the firm’s standards of

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license required or must be obtained within 60 days of starting in the role as a condition of employment
• Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting in the role as a condition of employment
• Strong client acquisition, relationship management, and goals-based planning skills

Responsibilities

• Champion and support teammates’ success while fostering diversity
• Build a book of business and deliver personalized investment solutions with a focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients
• Educate clients on technology and channels to monitor, maintain, and handle 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

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital channel education

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

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

Your expertise will support clients from start savers to high wealth, delivering an exceptional investor experience with advised solutions and Chase referrals. You will build relationships, stay current on markets, and use digital tools to help clients monitor and manage their investments, while upholding the firm’s standards of