Private Client Wealth Advisor — Holistic Planning & Growth

JPMorgan Chase & Co.

Searcy (AR)

On-site

USD 85,000 - 130,000

Full time

5 days ago

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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 guidance to individuals and families.

You will build lasting client relationships and deliver personalized investment solutions, leveraging a broad product platform and digital tools. You will educate clients on monitoring, maintaining, and refining their investments, while collaborating with partners to deepen client relationships and

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.

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 a deep understanding of financial markets and sound business judgement
Exhibit integrity and do right by clients at all opportunities
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 be digitally confident and bank when, where, and how they want