Private Wealth Advisor - Digital, Client-Centric

JPMorgan Chase & Co.; Reno (NV); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor and manage their investments. The role emphasizes integrity, client service, and collaboration with partners to deepen relationships.

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
• Active Series 7 license
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting

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. This will be done with a consistent focus on relationship management, not portfolio management
• 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

Financial planning

Market knowledge

Regulatory compliance

Digital banking

Education

Bachelor's degree preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor and manage their investments. The role emphasizes integrity, client service, and collaboration with partners to deepen relationships.