Private Client Wealth Advisor — Planning & Growth

JPMorgan Chase & Co.; Flushing (MI); On-site; USD 85,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will support clients with tailored investment solutions, leverage Chase referrals, and guide them through digital tools to monitor and manage their portfolios in a dynamic wealth management environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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 license and Series 66 (63/65) or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and focus on doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank how they want.

Skills

Client relationships

Goals-based planning

Financial advisory

Relationship management

Education

Bachelor's degree preferred

FINRA Series 7

FINRA Series 66 (63/65)

Life, Health & LTC license

CFP certification preferred

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will support clients with tailored investment solutions, leverage Chase referrals, and guide them through digital tools to monitor and manage their portfolios in a dynamic wealth management environment.