Private Client Wealth Advisor — Holistic Planning

JPMorgan Chase

Myrtle Beach (SC)

On-site

USD 90,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build a book of business, rely on leadership and partners, and help clients monitor and optimize their financial goals using digital tools and guidance.

The role emphasizes integrity, fiduciary care, and ongoing education about technology channels, with a strong focus on client acquisition,

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 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.
Preferred: CFP certification and 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 your 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 monitor, maintain, and handle their investments.
Provide a holistic view of 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