Private Wealth Advisor — Client-Focused Planning

Testing Site - JPMC; Portage (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

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

You will build trusted client relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement. You will guide clients through navigating financial markets, maintaining investments, and utilizing digital tools for a holistic wealth management approach, while meeting regulatory

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

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 your clients 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 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 advisory experience

Education

Bachelor's degree 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 provide comprehensive financial planning and advice to individuals and families.

You will build trusted client relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement. You will guide clients through navigating financial markets, maintaining investments, and utilizing digital tools for a holistic wealth management approach, while meeting regulatory