Private Wealth Advisor - Client Growth & Digital Solutions

Testing Site - JPMC; Columbia (MD); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, deliver personalized investment solutions, and leverage modern digital tools to help clients monitor and manage their portfolios. Required qualifications include at least 2 years as a Financial Advisor, active Series 7 and Series 66 licenses (or obtained within 60 days), and

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 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 acquisition

Relationship management

Goals-based planning

Financial knowledge

Communication skills

Education

Bachelor’s degree

Job description

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, deliver personalized investment solutions, and leverage modern digital tools to help clients monitor and manage their portfolios. Required qualifications include at least 2 years as a Financial Advisor, active Series 7 and Series 66 licenses (or obtained within 60 days), and