Private Wealth Advisor

JPMorgan Chase & Co.; Fort Smith (AR); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks an experienced Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will help clients grow wealth, provide advised solutions, and leverage Chase referrals to deepen relationships. The role focuses on relationship management, personalized investment solutions, and guiding clients through digital channels while maintaining the highest standards of

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
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Financial advisory experience

Client acquisition

Relationship management

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in the United States seeks an experienced Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will help clients grow wealth, provide advised solutions, and leverage Chase referrals to deepen relationships. The role focuses on relationship management, personalized investment solutions, and guiding clients through digital channels while maintaining the highest standards of