Private Client Wealth Advisor

JPMorgan Chase & Co.; Springfield (MO); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and tailored investment solutions to individuals and families in the Springfield area. You will engage clients, build relationships, and leverage digital tools to enhance the investor experience.

The role emphasizes integrity, client service, and collaboration with partners. Candidates should have at least 2 years in financial advisory, and hold or obtain necessary

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Valid 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 with a focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Maintain an unwavering commitment to integrity and doing 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 innovations to help clients become more digitally confident.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Partner collaboration

Integrity & ethics

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and tailored investment solutions to individuals and families in the Springfield area. You will engage clients, build relationships, and leverage digital tools to enhance the investor experience.

The role emphasizes integrity, client service, and collaboration with partners. Candidates should have at least 2 years in financial advisory, and hold or obtain necessary