Private Wealth Advisor: Client Growth & Planning

JPMorgan Chase Bank, N.A.; Beavercreek (OH); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

On-site wellness centers

Tuition reimbursement

Financial coaching

Job summary

JPMorgan Chase Bank, N.A. seeks an experienced Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build a book of business, deliver personalized solutions, and deepen client relationships through leadership and collaboration with Chase partners. You will guide clients with a holistic view of needs, including investments, financial coaching, and digital tools, while upholding integrity and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Ability to apply goals-based planning and advice.
• Series 7 license required; Series 66 within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond investments.
• Educate clients on technology and channels to monitor investments.
• Embrace digital innovations to help clients bank digitally and securely.
• Demonstrate deep understanding of financial markets and sound judgment.
• Champion diversity and support teammates' goals.

Skills

Relationship building

Client acquisition

Financial planning

Series 7

Series 66

Education

Bachelor's degree

CFP certification

Tools

FINRA licenses

Job description

JPMorgan Chase Bank, N.A. seeks an experienced Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build a book of business, deliver personalized solutions, and deepen client relationships through leadership and collaboration with Chase partners. You will guide clients with a holistic view of needs, including investments, financial coaching, and digital tools, while upholding integrity and