Private Client Wealth Advisor – Holistic Planning

Aumni; Ohio; On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build relationships, offer advised solutions, and connect clients with Chase partners to deepen engagement. The role emphasizes integrity, market understanding, and education on digital tools to empower clients in managing their investments.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license required or must be obtained within 60 days of starting in role.
• Series 66 license required or must be obtained within 60 days of starting in role.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in role.

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 to clients with focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that guides client-first decisions.
• 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 enable clients to bank when and how they want.

Skills

Relationship building

Financial planning

Client acquisition

Integrity

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build relationships, offer advised solutions, and connect clients with Chase partners to deepen engagement. The role emphasizes integrity, market understanding, and education on digital tools to empower clients in managing their investments.