Private Wealth Advisor: Holistic Financial Guidance

JPMorganChase; Edgewater (MD); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Total rewards package

Commission-based pay

Incentive compensation

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build relationships, expand the client book, and leverage digital tools to deliver personalized solutions while upholding the firm's high standards for integrity and client service. This role requires Series 7 and Series 66 licenses, a life/health license, and a commitment to ongoing learning; CFP preferred and a

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

• Build a book of business and deliver personalized investment solutions to clients
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients
• 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 the firm's 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

Series 7

Series 66

Insurance license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build relationships, expand the client book, and leverage digital tools to deliver personalized solutions while upholding the firm's high standards for integrity and client service. This role requires Series 7 and Series 66 licenses, a life/health license, and a commitment to ongoing learning; CFP preferred and a