Private Client Wealth Advisor - Digital Planning

JPMorgan Chase & Co.; Sioux Falls (SD); On-site; USD 85,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build strong client relationships and deliver tailored investment solutions using leadership and digital tools.

The role focuses on helping clients monitor, adjust, and optimize their financial plans while leveraging Chase referrals and digital channels for an enhanced investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 required.
• Active Series 66 (63/65) required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enhance client engagement and banking access.

Skills

Relationship building

Client acquisition

Financial guidance

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long-Term Care Insurance license

CFP certification

Tools

None

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build strong client relationships and deliver tailored investment solutions using leadership and digital tools.

The role focuses on helping clients monitor, adjust, and optimize their financial plans while leveraging Chase referrals and digital channels for an enhanced investor experience.