Private Client Wealth Advisor - Digital Relationship Lead

JPMorgan Chase & Co.; Lake Geneva (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisor services to individuals and families.

You will help clients grow and protect wealth through advised solutions and strong partner referrals, while maintaining the firm’s standards and fiduciary responsibilities. You will build lasting relationships, educate clients on digital tools, and collaborate with partners to meet diverse financial

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; a valid Series 66 (63/65) or must obtain within 60 days; Life, Health and Long Term Care Insurance license or must obtain within 60 days.

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, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment knowledge

Regulatory compliance

Education

Bachelor’s degree

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

CFP certification

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisor services to individuals and families.

You will help clients grow and protect wealth through advised solutions and strong partner referrals, while maintaining the firm’s standards and fiduciary responsibilities. You will build lasting relationships, educate clients on digital tools, and collaborate with partners to meet diverse financial