Private Client Wealth Advisor

JPMorganChase; Grove City (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Advisor to join Chase Wealth Management. You will provide comprehensive financial planning and tailored investment solutions to individuals and families, leveraging digital tools to enhance the client experience.

This role emphasizes relationship building, integrity, and client education on market dynamics and technology. Licensing requirements must be met within 60 days of starting.

Qualifications

• 2+ years in a Financial Advisor or equivalent financial services role.
• Demonstrated success in client acquisition and relationship management with partners.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (or 63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advised solutions for individuals and families.
• Maintain client relationships and collaborate with key partners to deepen service.
• Educate clients on technology and digital channels for monitoring investments.
• Demonstrate integrity and fiduciary responsibility in all client interactions.
• Offer a holistic view of clients' needs beyond investments.

Job description

JPMorgan Chase in the United States is seeking a Private Client Advisor to join Chase Wealth Management. You will provide comprehensive financial planning and tailored investment solutions to individuals and families, leveraging digital tools to enhance the client experience.

This role emphasizes relationship building, integrity, and client education on market dynamics and technology. Licensing requirements must be met within 60 days of starting.