Private Client Wealth Advisor — Holistic Planning & Digital

JPMorgan Chase & Co.; St. Louis (MO); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families, building lasting client relationships.

You will help clients monitor markets, access digital tools, and partner referrals while maintaining the highest standards of integrity and service. A goal-based planning mindset and client-centric approach are essential.

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

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on available technology and channels to monitor, manage, and handle investments.
• Offer holistic financial coaching beyond investments.

Skills

Relationship building

Client acquisition

Communication

Financial planning

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families, building lasting client relationships.

You will help clients monitor markets, access digital tools, and partner referrals while maintaining the highest standards of integrity and service. A goal-based planning mindset and client-centric approach are essential.