Private Wealth Advisor

JPMorgan Chase Bank, N.A.; Jeffersontown (KY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

On-site health centers

Tuition reimbursement

Job summary

JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and help clients monitor and adjust strategies using digital tools while maintaining service, integrity, and inclusion. You will need licenses (Series 7/66 and Life/Health/LTC) and a track record in goals-based planning, with collaboration across

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 (63/65) or must obtain within 60 days of starting.
• Active Life, Health and Long-Term Care Insurance licenses or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain high integrity and focus on doing right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic client coaching beyond investments and deepen client relationships.
• Leverage digital tools to help clients stay digitally confident and connected.

Skills

Client acquisition

Relationship building

Financial planning

Market knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and help clients monitor and adjust strategies using digital tools while maintaining service, integrity, and inclusion. You will need licenses (Series 7/66 and Life/Health/LTC) and a track record in goals-based planning, with collaboration across