Private Client Wealth Advisor: Relationship-Driven Planning

JPMorgan Chase & Co.; Worthington (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver personalized investment solutions and comprehensive financial planning for individuals and families.

You will build trusted relationships and guide clients with investment advice and referrals to deepen client relationships. You will help clients monitor progress, stay digitally confident, and navigate markets with integrity and a client-first mindset.

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

• 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 to the firm's by relying on leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life license

Health license

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver personalized investment solutions and comprehensive financial planning for individuals and families.

You will build trusted relationships and guide clients with investment advice and referrals to deepen client relationships. You will help clients monitor progress, stay digitally confident, and navigate markets with integrity and a client-first mindset.