Private Client Advisor, Wealth Planning & Solutions

JPMorgan Chase & Co.; United States; On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will offer comprehensive financial planning and personalized investment solutions to individuals and families, supporting clients from new savers to high-net-worth households. The role emphasizes building strong client relationships, leveraging leadership and the firm's digital platforms, and delivering an exceptional investor experience.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Experience with goals-based planning and investment advice.

Responsibilities

• Champion teammates and bank goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients engage with the bank remotely or in-branch.

Skills

Client relationship building

Financial planning

Regulatory compliance

Education

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will offer comprehensive financial planning and personalized investment solutions to individuals and families, supporting clients from new savers to high-net-worth households. The role emphasizes building strong client relationships, leveraging leadership and the firm's digital platforms, and delivering an exceptional investor experience.