Private Client Advisor: Wealth Solutions & Digital

JPMorganChase; Maryland; On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and customized investment solutions for individuals and families. The role emphasizes relationship-building, client education on digital tools, and a holistic approach to financial coaching beyond investments.

You will interact with clients to understand goals, provide advised solutions, and collaborate with partners to deepen client relationships while upholding the

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven ability to acquire and maintain clients and partner with key stakeholders
• Commitment to goals-based planning and investment advice
• Active Series 7 license and Series 66 (63/65) or obtain within 60 days of starting role
• Active Life, Health and Long Term Care insurance licenses or obtain within 60 days of starting role

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship-driven approach
• Demonstrate deep understanding of financial markets and sound business judgement
• Uphold unwavering integrity and do 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 tools to help clients be digitally confident and bank how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and customized investment solutions for individuals and families. The role emphasizes relationship-building, client education on digital tools, and a holistic approach to financial coaching beyond investments.

You will interact with clients to understand goals, provide advised solutions, and collaborate with partners to deepen client relationships while upholding the