Private Client Wealth Advisor – Relationship & Planning

JPMorgan Chase & Co.; Reisterstown (MD); On-site; USD 75,000 - 120,000; Full time

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, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while upholding the highest standards of integrity and service. Licensing includes Series 7 and Series 66; CFP and a bachelor's degree are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

Responsibilities

• Champion and support teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• 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 monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationship building

Goals-based planning

Financial market understanding

Digital tools proficiency

Education

Bachelor's degree preferred

CFP certification preferred

Job description

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, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while upholding the highest standards of integrity and service. Licensing includes Series 7 and Series 66; CFP and a bachelor's degree are preferred.