Private Client Wealth Advisor

Aumni; United States; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build trusted client relationships and present tailored solutions across a broad range of products and digital channels.

This role emphasizes integrity, fiduciary care, and the ability to educate clients about markets, technology, and advisory strategies.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven ability to acquire and grow client relationships.
• Strong goals-based planning and advisory skills.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days.
• Active Life, Health, and Long-Term Care Insurance licenses or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to clients.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to serve clients across channels.

Skills

Client acquisition

Relationship management

Financial planning

Communication skills

Sales driven

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build trusted client relationships and present tailored solutions across a broad range of products and digital channels.

This role emphasizes integrity, fiduciary care, and the ability to educate clients about markets, technology, and advisory strategies.