Private Client Wealth Advisor

JPMorgan Chase & Co.; Wilmington (DE); On-site; USD 85,000 - 125,000; Full time

Job summary

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

You will build a book of business, deliver personalized investment solutions, cultivate client relationships, and help clients monitor and adjust their plans using the firm's digital tools.

Ideal candidates have securities licenses such as Series 7 and Series 66 and an awareness of fiduciary standards.

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 license.
• 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
• 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 the firm's 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 them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's 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 mgmt

Goals-based financial planning

Series 7

Series 66 (63/65)

Life, Health & LTC license

Financial advisory experience

Education

Bachelor's degree

CFP certification (preferred)

Job description

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

You will build a book of business, deliver personalized investment solutions, cultivate client relationships, and help clients monitor and adjust their plans using the firm's digital tools.

Ideal candidates have securities licenses such as Series 7 and Series 66 and an awareness of fiduciary standards.