Private Client Advisor — Wealth Planning & Relationships

Aumni; Missouri; On-site; USD 85,000 - 125,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business and deliver personalized investment solutions, relying on leadership and relationship-building skills to deepen client relationships. You will collaborate with partners to offer advised solutions, maintain high integrity, and educate clients on digital tools to monitor and manage

Qualifications

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

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

Relationship building

Client acquisition

Financial markets knowledge

Partner collaboration

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business and deliver personalized investment solutions, relying on leadership and relationship-building skills to deepen client relationships. You will collaborate with partners to offer advised solutions, maintain high integrity, and educate clients on digital tools to monitor and manage