Private Client Advisor - Wealth Planning & Relationships

Aumni; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families across a broad range of needs. You will build deep client relationships, educate clients on digital tools, and collaborate with partners to provide tailored solutions.

The role emphasizes integrity, deep market understanding, and the ability to grow a book of business while leveraging Chase referrals and digital channels.

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.
• A valid and active Series 7 license is required.
• A valid and active Series 66 license (63/65) is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 focusing on relationship 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.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification preferred

Job description

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families across a broad range of needs. You will build deep client relationships, educate clients on digital tools, and collaborate with partners to provide tailored solutions.

The role emphasizes integrity, deep market understanding, and the ability to grow a book of business while leveraging Chase referrals and digital channels.