Private Client Advisor — Wealth Planning & Relationships

Aumni; United States; On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver personalized investment solutions, and deepen client relationships through leadership and collaboration with partners. The role emphasizes goals-based planning, integrity, and educating clients on digital channels to monitor and manage investments, with additional emphasis on holistic financial

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license 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 to clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that guides right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank where, when, and how they want.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Digital channels education

Financial coaching

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver personalized investment solutions, and deepen client relationships through leadership and collaboration with partners. The role emphasizes goals-based planning, integrity, and educating clients on digital channels to monitor and manage investments, with additional emphasis on holistic financial