Private Client Advisor: Wealth Strategy & Digital Tools

Aumni; Bethesda (MD); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive compensation package

Commission-based pay and discretionary

Benefits and total rewards

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will grow a book of business, deliver tailored investment solutions, and leverage Chase partner referrals to deepen client relationships while upholding the firm’s commitment to integrity and client outcomes.

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.
• A valid and active Series 66 (63/65) license 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 teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in the best interest of 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 be digitally confident and bank when, where, and how they want.

Skills

Client relationship building

Financial planning/advice

Industry knowledge

Digital literacy

Communication

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will grow a book of business, deliver tailored investment solutions, and leverage Chase partner referrals to deepen client relationships while upholding the firm’s commitment to integrity and client outcomes.