Private Client Wealth Advisor – Holistic Planning

JPMorgan Chase & Co.; Dearborn Heights (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within 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, and collaborate with partners to deepen client relationships, while upholding high standards of integrity and client service.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships with partners.
• Strong goals-based planning and advisory capabilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advised solutions.
• Collaborate with JPMorgan Chase partners to deepen client relationships.
• Demonstrate sound market understanding and fiduciary integrity.
• Educate clients on digital channels and monitoring their investments.
• Offer holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66 (63/65)

Life, Health & LTC license

Education

Bachelor’s degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within 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, and collaborate with partners to deepen client relationships, while upholding high standards of integrity and client service.