Private Client Wealth Advisor

JPMorganChase; Sanford (ME); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Competitive total rewards

On-site health and wellness resources

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build strong client relationships, leverage JPMS and Chase resources, and help clients monitor and adjust their portfolios through digital tools.

This role emphasizes integrity, client service, and collaboration with partners to provide tailored solutions.

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

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients monitor, manage, and access their investments.

Skills

Client acquisition

Relationship building

Financial planning

Investment knowledge

Regulatory compliance

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build strong client relationships, leverage JPMS and Chase resources, and help clients monitor and adjust their portfolios through digital tools.

This role emphasizes integrity, client service, and collaboration with partners to provide tailored solutions.