Private Client Wealth Advisor

JPMorgan Chase & Co.; Village of Germantown (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, rely on leadership and collaboration with partners, and educate clients on digital tools to monitor and manage investments. The role emphasizes goals-based planning, understanding client needs, and delivering an exceptional investor experience with a focus on trustworthy,

Qualifications

• Demonstrated success in client acquisition and maintaining relationships.
• Strong ability to translate client goals into financial plans and advice.
• Understanding of financial markets and prudent judgement for investment guidance.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to individuals and families.
• Educate clients on technology and digital channels to monitor investments.

Skills

Client relationships

Goals-based planning

Financial market knowledge

Series 7

Series 66

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, rely on leadership and collaboration with partners, and educate clients on digital tools to monitor and manage investments. The role emphasizes goals-based planning, understanding client needs, and delivering an exceptional investor experience with a focus on trustworthy,