Private Wealth Advisor – Holistic Client Guidance

JPMorgan Chase & Co.; Rocky River (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Ohio seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build trusted relationships, offer advised solutions, and connect clients with Chase partners to deepen engagement. The role emphasizes a client-centric approach, strong integrity, and the use of digital tools to enhance the client experience.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven ability to acquire and maintain client relationships and work with partners
• Commitment to goals-based planning and financial advice
• Licenses required or to be obtained within 60 days: Series 7, Series 66, Life/Health/LTC

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management
• Provide comprehensive financial planning and advice to individuals and families
• Educate clients on technology and channels to monitor and manage investments
• Collaborate with partners to deepen client relationships
• Demonstrate deep understanding of financial markets and sound business judgement

Skills

Client acquisition

Relationship management

Goals-based planning

Communication

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Ohio seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build trusted relationships, offer advised solutions, and connect clients with Chase partners to deepen engagement. The role emphasizes a client-centric approach, strong integrity, and the use of digital tools to enhance the client experience.