Private Wealth Advisor: Holistic Client Guidance

JPMorgan Chase; Des Peres (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Saint Louis, MO, to offer comprehensive financial planning and investment guidance to individuals and families. You will build relationships, deliver advised solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes client-centric service, integration with digital tools, and a commitment to diversity and inclusion across all client interactions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to apply goals-based planning and practical financial advice.
• Active Series 7 license is required.
• Active Series 66 license (63/65) 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

• Build and manage a book of clients; deliver personalized investment solutions.
• Foster relationships with clients and key partners to grow business.
• Demonstrate strong understanding of financial markets and prudent judgment.
• Maintain the highest integrity and conduct in client interactions.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ financial needs beyond investments.
• Embrace digital tools to empower clients to bank where and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Regulatory compliance

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Saint Louis, MO, to offer comprehensive financial planning and investment guidance to individuals and families. You will build relationships, deliver advised solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes client-centric service, integration with digital tools, and a commitment to diversity and inclusion across all client interactions.