Private Client Wealth Advisor - Relationship & Planning

Fairygodboss; Beavercreek (OH); On-site; USD 85,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will cultivate a book of business, leverage partner referrals, and guide clients through evolving digital channels to optimize their investments. The role emphasizes a high standard of integrity, strong relationship-building, and a deep understanding of markets while coordinating with the broader wealth-management

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting in the role
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting in the role
• Strong client acquisition and relationship-building skills
• Knowledge of financial markets and ability to provide planning and advice

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with leadership and relationship-building skills
• Provide holistic financial planning and advice to individuals and families
• Collaborate with partners to deepen client relationships
• Educate clients on technology and channels to monitor and manage investments

Skills

Client relationship building

Financial markets knowledge

Goals-based planning

Relationship management

Integrity

Digital literacy

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will cultivate a book of business, leverage partner referrals, and guide clients through evolving digital channels to optimize their investments. The role emphasizes a high standard of integrity, strong relationship-building, and a deep understanding of markets while coordinating with the broader wealth-management