Private Client Wealth Advisor

JPMorganChase; Town of Germantown (WI); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and offering advised solutions.

You will help clients monitor investments, educate on digital channels, and collaborate with partners to deepen client relationships while upholding the firm's standards of integrity and service.

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
• Certified Financial Planning (CFP®) certification is preferred
• Bachelor's degree preferred

Responsibilities

• Champion and support your 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 your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available 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 become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial knowledge

Communication

Leadership

Series 7

Series 66

Life/Health/LTC license

CFP certification

Education

Bachelor's degree preferred

Tools

Broker-dealer licenses

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and offering advised solutions.

You will help clients monitor investments, educate on digital channels, and collaborate with partners to deepen client relationships while upholding the firm's standards of integrity and service.