Private Client Advisor: Wealth Planning & Solutions

JPMorgan Chase & Co.; Creve Coeur (MO); Presencial; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in Missouri is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, supporting a broad range of clients from savers to high net worth, delivering advised solutions and referrals to deepen relationships.

You will champion teammates, build a book of business, and demonstrate understanding of markets, integrity, and the use of digital tools to enhance client experience.

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsabilidades

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Collaborate with partners to deepen client relationships.

Conocimientos

Client relationships

Business development

Financial planning

Regulatory compliance awareness

Educación

Series 7

Series 66 (63/65)

Life/Health/LTC insurance license

Bachelor's degree preferred

Descripción del empleo

J.P. Morgan Chase in Missouri is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, supporting a broad range of clients from savers to high net worth, delivering advised solutions and referrals to deepen relationships.

You will champion teammates, build a book of business, and demonstrate understanding of markets, integrity, and the use of digital tools to enhance client experience.