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 seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role supports clients ranging from beginners to those with significant wealth, focusing on relationship management and personalized investment solutions.

Ideal candidates should have at least two years of experience in a financial advisory role, possess valid licenses like Series 7 and 66, and demonstrate success in cultivating client relationships. A competitive total rewards package and a commitment to diversity and inclusion are offered.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to help clients.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Digital confidence education

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role supports clients ranging from beginners to those with significant wealth, focusing on relationship management and personalized investment solutions.

Ideal candidates should have at least two years of experience in a financial advisory role, possess valid licenses like Series 7 and 66, and demonstrate success in cultivating client relationships. A competitive total rewards package and a commitment to diversity and inclusion are offered.