Private Client Wealth Advisor — Digital Investment Guidance

JPMorganChase; Bismarck (ND); On-site; USD 95,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business, nurture client relationships, and collaborate with partners to deliver solutions while upholding the highest standards of integrity. Required licenses include Series 7 and Series 66 (or obtain within 60 days) plus Life/Health/LTC insurance; a bachelor's

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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 or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and relationship-building skills with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Act with integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to serve clients wherever they bank.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory compliance

Communication skills

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business, nurture client relationships, and collaborate with partners to deliver solutions while upholding the highest standards of integrity. Required licenses include Series 7 and Series 66 (or obtain within 60 days) plus Life/Health/LTC insurance; a bachelor's