Private Client Wealth Advisor

Aumni; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in the United States who will provide comprehensive financial planning and advice tailored to clients’ needs. You'll serve a variety of clientele, from novice savers to high-net-worth individuals. The role emphasizes strong relationship management and client acquisition skills, with essential licenses required for compliance. This position comes with a competitive salary, commission, and a full suite of employee benefits focusing on health, wellness, and financial support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and the bank's goals.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Digital confidence education

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in the United States who will provide comprehensive financial planning and advice tailored to clients’ needs. You'll serve a variety of clientele, from novice savers to high-net-worth individuals. The role emphasizes strong relationship management and client acquisition skills, with essential licenses required for compliance. This position comes with a competitive salary, commission, and a full suite of employee benefits focusing on health, wellness, and financial support.