Private Client Wealth Advisor — Holistic Planning & Digital

Testing Site - JPMC; Port Huron (MI); On-site; USD 85,000 - 125,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering tailored investment solutions.

You will rely on a broad investment platform and collaborate with partners to offer advised solutions, educate clients on digital channels, and deliver an exceptional investor experience.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience
• Active Series 7 license required and Series 66 (63/65) license must be obtained within 60 days of starting
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting
• Strong client acquisition, relationship management and goals-based planning skills

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
• Demonstrate deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity and do right by clients
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident

Skills

Relationship-building

Client acquisition

Goals-based planning

Knowledge of financial markets

Series 7 license

Series 66 license

Life/Health/LTC license

Integrity

Digital literacy/technology adoption

Education

CFP certification preferred

Bachelor's degree preferred

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering tailored investment solutions.

You will rely on a broad investment platform and collaborate with partners to offer advised solutions, educate clients on digital channels, and deliver an exceptional investor experience.