Private Client Wealth Advisor

JPMorganChase; Benton (AR); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships, deliver advised solutions, and collaborate with Chase partner referrals to deepen client engagement.

The role emphasizes relationship management, a fiduciary mindset, and leveraging digital tools to enhance the client experience across multiple channels.

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.
• 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 goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their 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 management

Financial planning

Series 7 license

Series 66 license (63/65)

L/H LTC insurance license

Business development

Education

Bachelor's degree preferred

Job description

JPMorgan Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships, deliver advised solutions, and collaborate with Chase partner referrals to deepen client engagement.

The role emphasizes relationship management, a fiduciary mindset, and leveraging digital tools to enhance the client experience across multiple channels.